Action Plans

Overview

Action Plans are a series of grouped Milestones to be completed.

Bridge

Add

You can add an action plan to the bridge if you are an administrator, an owner of the bridge, or have edit permissions.

To add an action plan, navigate to Action Plans and click the “Add Action Plan” button.

actionPlanBtn.png

The Add action plans modal will appear. This modal will contain all action plans that have been created on the company profile.

actionModal.png

The action plans that are selected are already on the bridge. Check/uncheck the action plans you want to appear on the bridge and click the “Save” button to display them in the list on the Bridge. 

Reorder

You can reorder action plans on the bridge if you are an administrator, an owner of the bridge, or have edit permissions.

To reorder action plans, you need to be viewing the action plan list by owner. The action plans are unable to be reordered on the “all” view. Click on the action plan you would like to reorder, drag, and drop it where you’d like it in the action plan list. 

Screen_Shot_2021-11-08_at_2.10.25_PM.png

 

Screen_Shot_2021-11-08_at_2.10.51_PM.png

Note: The “all” list is ordered alphabetically.

Filter

Action Plans are filterable by the owner. By default, the action plan list will display the filtered list based on the logged in user and the organization they are associated with.

Delete

An action plan can be removed from the bridge if you are an administrator, an owner of the bridge, or have edit permissions.

To remove an action plan click the “three-dot” icon on the action plan card in the top right corner. Click the “Remove from Bridge” option. The action plan will be removed from the Bridge, but it will remain on the company profile success plan. 

actionRemove.png

You can also remove an action plan through the “Add action plans” modal. Simply uncheck the action plan you don’t want, click the “Save” button, and they will be removed. 

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.