Overview
The Plans tab contains the reusable Research Plan templates.
Details
- Title and Description explain the purpose of the plan.
- Workflows shows how many research steps are included.
- Total Runs shows how often the plan has been executed.
- Status shows whether the plan is active or inactive.
- Actions can include edit, run, or delete.
Check before you move on
- Use clear titles such as Weekly Market Analysis or Monthly Trend Research.
- Disable or delete outdated templates so teams do not run stale workflows by accident.