---
title: Activities of the Change Planning Phase
slug: helium-en/activities-of-the-change-planning-phase
description: Learn the procedure for planning activities with a change in this document. Discover how to access the Change Management section, find the desired change, and select the "Planning" option. Create a Kanban to efficiently manage activities and link framewor
createdAt: 2021-10-19T00:33:06.000Z
---

This functionality allows planning the activities to be executed with the change.

## Before getting started

- [x] The activities of Planning occur after the change registration, therefore, check the existence of a Change and also if you are allowed to create/execute 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 then on "**Planning**”;
3. It will be possible to create a Kanban to manage activities registered. Just click on "**+Workspace**" and complete the data available, for example, title, select the user or group responsible for the task execution, and others. It is also possible to link a framework already created by clicking on the button related to the "**Workspace**".
4. It is still possible to link projects, actions, notifications, knowledge, and file attachments to detail the execution of change. To do so, it is necessary to click on each available tab, select the desired item to link it to the change.
5. In the "<font color="#2166ae">**More**</font>" tab, you are allowed to schedule these activities (in the "**Other Information**" option) and point all relevant information in the option "**Notes**".&#x20;
6. Click on "**Options**" and then on "**Save and maintain current task**" to register activities of planning and not advance the activity flow or select "**Save and advance flow**" to close the task and send it to the next phase of the flow.

