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Adding Activity Plans to Technical Documents

An activity plan derives from a predefined activity template. An activity template contains multiple predefined activities that can be associated with a release item. These activity templates save end users from having to enter each activity manually, and helps to standardize activities for technical publications teams.

To add an activity plan to a technical document

  1. Navigate to the Release screen > Technical Document Activity Plans view.
  2. Select a technical document record.
  3. In the Activity Plans view, add a new record and complete the fields, as needed.

    When you have associated the activity plan with the technical document, all the activities in the activity plan become associated with the technical document and appear in the Activities view.

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