Find and start a planner

Open your assigned planners and begin a new run.

For team membersApp2 min read

1. Open Planners Select Planners from the menu, or open it from your home screen.
2. Pick the planner Planners are listed with their type, due date and status.
3. Start If you haven't started yet, select Start New Planner. If you've already started, open your submission to continue.

At the top of the planner, a summary shows what's inside: tasks, forms, files, Log-Its, and any risks, controls and training.

Screenshot coming soon

A planner in the app, showing the summary chips and the task list.

Status	Meaning
Ready to Start	You can begin.
In Progress	You've started and can pick up where you left off.
Completed	Submitted. You can view it but not change it.
Cancelled	No longer needed.