Skip to main content

Lock Plan Settings (Limited release)

How to lock a plan's settings to protect it from accidental changes once it's finalised.

Written by Micaela Rosling Caesar

Locking a plan protects its setup from accidental changes once it's been finalized. A locked plan stays fully active – you can still view it and work with entries in your views – but its core settings and entry tags are protected.

How to lock a plan

  1. Go to the Plan Setup page of your plan.

  2. Scroll to the bottom and click Lock plan settings.

To unlock, follow the same steps and click Unlock plan settings.

What you can't do while a plan is locked

  • Edit the plan's main info or dates

  • Edit the plan's custom fields

  • Delete the plan

  • Edit tags on the plan's entries (unless the tag category has Allow editing when plan is locked turned on – see Tag settings)

You can still add or remove users on a locked plan at any time.

Who can lock or unlock a plan

  • Lock: Admins and Editors

  • Unlock: Admins, or the person who originally locked the plan

A few things to know

Locking is set per plan – there's no option to lock all plans in your organisation at once.

Locking is not the same as archiving. An archived plan is taken out of your active views, while a locked plan stays active but has its settings protected.

Did this answer your question?