This article is intended for: Editors and Contributors.
Use this article for: Utilizing, sorting, and filtering the Action Items in the Status Summary Tab.
Note: You can select any image below to zoom in.
Status Summary Tab
Editors in the Strategic Plan can quickly view the Statuses of each Action Item in the Status Summary Tab. Customize the Status Terms to personalize.
The Statuses of each Action Item are determined by the Progress & Status Updates that Collaborators will submit regularly for each Action Item.
Action Item Status Summary Tab
Quickly view the Statuses of each Action Item in the Status Summary Tab. Simply Navigate to the Status Summary Tab to view all Action Items that correlate to specific statuses.
Select any of the Action Item cards to view the overall details. The Action Item detail card will present the Focus Area and Goal associated with the Action Item, as well as any Groups that were set and the name of the assigned Contributor(s). At the bottom of the Action Item detail card will show the Status and Progress percentage for that Action Item.
Note: The Status and Progress presented here is driven by the Check-ins submitted by the assigned Contributor(s).
Sort and Filter
Sort and Filter the Action Item Status Summary page. Filter by specific Focus Areas, or search by Groups.
Groups are created in the Goals Settings, and are a way to group goals across all Focus Areas.
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