Strategic Planning - Assign Plan Items

Editors can assign Contributors to multiple Plan Items at once using the Plan Item Assignments activity. Note: The table displays the full tree of Plan Items. Select the arrows to drill into the view of the lowest-level item.

The editor can select the Plan Items the editor wants to update and choose one of the 3 actions: 

• Add Contributors
• Replace Contributors
• Clear Contributors

Note: Contributors assigned to a higher level are automatically able to edit all items underneath.

For example, a Contributor assigned to a Focus Area can edit all Goals and Action Items below it.

Note: A contributor assigned to a higher level will automatically be able to edit the levels underneath. It is important to note that this is different from assigning a Plan Item. Assigning a Plan Item will make that User the owner of the Plan Item and they will be responsible for the updates and receive all e-mails related to the assigned items.

1. Add Contributors to a Selected Plan

Select Add Contributors to allow you to add users to the selected Plan Items. 

Note: This will make no changes to the existing Contributors assigned to those Plan Items.

Upon choosing this option, the Add Contributors modal will open. Simply select the users you want to add to the Plan Items and select the Add Contributor(s) to Selected Plan Items button.

2. Replace Contributors in a Selected Plan

Selecting the Replace Contributors icon allows you to replace the existing Contributors assigned to Plan Items with a new set of users chosen.

Upon choosing this option, a similar modal like the one for adding contributors will appear. Then select the users you wish to replace the currently assigned users with on the chosen plan items. Lastly, select the Replace Contributor(s) to Selected Plan Items button. 

3. Clear Contributors from a Selected Plan

Selecting the Clear Contributors icon allows you to clear the existing Contributors assigned to Plan Items and reset to the “no Contributors Assigned” state. Upon selecting this option, the user will be prompted to confirm that you want to take this action. Simply select the Clear All Contributors button to move forward with removal.

Contributors can be Added to Plan Items 

Select collaborators and assign their line items directly inside of the Plan Item. Select Contributors inside the Focus Area, Goal, or Action Item to quickly view a list of all possible assignees and easily toggle their responsibilities.