---
title: Activities of the Change Planning Phase
slug: citsmart-8-en/activities-of-the-change-planning-phase
description: Learn how to effectively plan activities for a change with this comprehensive document. Get step-by-step instructions on checking the existence of a change and determining your permissions. Discover how to access the main menu, find the desired change, an
docTags: 
createdAt: 2022-01-19T22:20:05.000Z
---

This functionality allows <font color="#3b9f0f">**planning the activities to be executed with the change**</font>.

## Before getting started

The activities of planning occur after the change registration.

- [x] Therefore,  &#x20;check the existence of a Change and also if you are allowed to create/execute  &#x20;activities.

## Procedure

1. Access the main menu `Processes >    Change Management > Change`;
2. Find the change you want to plan the activity, click on "**Open**" and   &#x20;then on "**Planning**”;
3. It will be possible to create a Kanban to manage activities registered.   &#x20;Just click on "**+Workspace**" and complete the data available, for example:   &#x20;**title, select the user or group responsible for the task execution, and others**.   &#x20;It is also possible to link a framework already created by clicking on the button   &#x20;related to the “**Workspace**”.
4. It is still possible to link projects, actions, notifications, knowledge, and   &#x20;file attachments to detail the execution of change. To do so, it is necessary   &#x20;to click on each available tab and select the desired item to link it to the change.
5. In the "<font color="#3b9f0f">**More**</font>" tab, you are allowed to schedule these activities (in the "**Other   &#x20;Information**" option) and point all relevant information in the "**Notes**" option.
6. Click on "**Options**" and then on "**Save and maintain current task**" to register   &#x20;activities of planning and not advance the activity flow or select "**Save and   &#x20;advance flow**" to close the task and send it to the next phase of the flow.

