Adding Activity Plans to Technical Documents

An activity plan comes from a predefined activity template. An activity template contains multiple predefined activities to associate with a release item. Users can use activity templates instead of manually entering each activity, and activity templates help to standardize activities for technical publications teams.

To add an activity plan to a technical document

1. Navigate to the Release screen, then the Technical Document Activity Plans view.

2. Select a technical document record.

3. In the Activity Plans view, create a new activity plan record, and complete the fields as appropriate.

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