1.Mandatory configuration before upgrading:

Delete CP Overview widget from the Opportunity Pages in Lightning

• Go to Setup > in the Quick Find box enter Lightning App Builder and open it
• Open every Opportunity Lightning Page > click Edit and if there is a CP Overview widget placed in the layout => delete it and save the page.
• Upgrade your organization with the new version if you have the link (or the CP team can push your organization via the system)
• Go back to the Opportunity Lightning Page(s) and place the CP Overview widget back to the layout(s)

2. Mandatory configuration after upgrading:

• Go to ClosePlan Admin tab > Templates and click thebutton right up
• Select Correct Templates and Confirm
• You should receive mail with template event files update. 

3. Optional configuration after upgrading:

New release enabled to extend event status.

Actual event status:

• Not Started, In Progress, Completed

Optional extension:

• Not Started, In Progress, On Hold, Completed, Canceled, Not Applicable

To extend Event Status:

• Go to Setup and open Object Manager
• Find CP Event > open it > go to Fields & Relationships and open Status field
• Find Values section > click New button > enter your desired status and Save. Repeat this step for every status you would like to add = On Hold, Canceled, Not Applicable

• Reorder Values and Save. 

          Result in Playbook - Event Status: