This article is intended for: Contributors of the Strategic Planning module
Use this article after: You've been assigned Plan Items
The Dashboard below is the view that a Contributor will see upon viewing. If you are an Editor, please view this article about the Dashboard.
When you enter a Strategic Plan, you will land on the Dashboard. The Dashboard shows the action items that are assigned to you.
The Dashboard can be sorted and organized to make finding your Plan Items easier.
Click on the image to zoom.
- Filter the Action Items to View All Action Items, or change the timeframe to see which Action Items have scheduled check-ins coming up in the next 7 days, 30 days, or 90 days.
- Organize the Dashboard using Row Groups. This will group all Rows into whichever column you select. Drag a column to where it says “Drag Here to Set Row Groups”.
- You can open the Columns Menu on the right-hand side to include additional columns to this Dashboard table.
- Select any of the hyperlinked Plan Items to easily access those specific Focus Areas, Goals, or Action Items.
- Select the Action Icon () to easily enter a Status & Progress update.
- Select Export to download an Excel file of the Action Item table.
Pro Tip: View the most recent notes in the Last Update Notes column for more information.
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