This article is intended for: Editors in the Strategic Planning Module
Use this article after: Creating an Action Item in a Strategic Plan
- Edit the Action item Name and enter or edit the Description.
- View and manage Key Performance Indicators.
- View and manage Attachments.
- The Tasks tab allows for an additional layer of accountability in the Action Item. Tasks act as a checklist in the Action Item. To customize your task checklist, assign a Task Owner and add a Description.
- View and Manage Contributors who are assigned to this Action Item, and assign a Department if desired.
- Edit Action Item Settings
- View and edit the Start Date and End Date.
- Create and manage the Check-In Schedule. This determines when Contributors are required to submit Status & Progress updates.
- Create and manage the Required Information collected during the Check-Ins. For example, you determine if they are required to update KPIs and add Notes in their Status Progress updates.
- To hide the percent completion on an Action Item, set the Show Percent Complete option to No. To display the percent completion, set the option to Yes.
- View a list of all Status & Progress Updates. Select + Add Status & Progress Update to create a new update.
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