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How to Manage Pre-Submission Tasks

PLANNING tab

Pre-Submission Tasks

Before you can submit your plan for approval, there is a list of required and optional tasks to complete. These tasks can be reviewed on the main Plan Summary page in the right sidebar:

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Optional and Required Tasks

Each task is identified as an Optional or Required task. The task type is displayed below the task title.

  • Required tasks must be completed before a plan can be submitted for approval.
  • Optional tasks don't have to be completed before a plan is submitted for approval, but it is recommended that these tasks also be completed.

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Task Due Date

Each task in the list has a specified due date by which it must be completed. The task due date is displayed below the task title:

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