Create and Manage Action Items

1. Introduction

Action Items support progress toward a Goal. This article explains how to create and manage them.

2. Section 2: Actions

In the Strategy page, scroll down to Section 2: Actions.

Section 2: Actions

3. Expand the Focus Area and Goal

Expand the Focus Area and Goal you want to work with by clicking their (+) icons.

Expand the Focus Area and Goal

4. Create an Action Item

If no Action Items currently exist for the Goal, click Add Action Item within the Action Items section.

Create an Action Item

5. Name the Action Item

Confirm you are adding the Action Item in the correct goal. Enter a name for the Action Item in the Statement field, then select the Start and Due Dates.

Name the Action Item

6. Action Item Content

Enter the Action Item details, track progress using the % Complete slider, and select Complete when finished.

Action Item Content

7. Action Item Owner

Assign an Action Item Owner. You can assign up to 2 owners for each action item.

Action Item Owner

8. Action Item Tag and Custom Fields

Add Tags and complete any available Custom Fields to help organize and categorize the Action Item.

Action Item Tag and Custom Fields

9. Save the Action Item

Click Save to add the Action Item to the Goal.

Save the Action Item

10. Managing Action Items

Now that the Action Item has been created, let's review the tools available to manage existing Action Items.

Managing Action Items

11. Show Filter

Click Show Filter in Section 2: Actions.

Show Filter

12. Filter

Filter Section 2 by person, tags, goal progress status, completion percentage, time since the last progress update, and goal timeframe.

Filter

13. Add Additional Action Items

To create additional Action Items, expand the Goal and click Add Action Item in the upper-right corner of the Action Items section.

Add Additional Action Items

14. Update Existing Action Items

Use Edit Action Item to modify Action Item details, update progress, reassign ownership, or make other changes as needed.

Update Existing Action Items

15. Additional Action Item Options

Click the three dots beside Edit Action Item to access additional options

Additional Action Item Options

16. Additional Action Item Option

You can Copy or Delete an Action Item, add comments, and adjust Action Item dates.

Additional Action Item Option

17. Add Attachment

Click the Add Attachment.

Add Attachment

18. Upload Attachment

Confirm you are adding the attachment to the correct Action Item. Enter a name. Select or drag and drop a file, add Attachment Tags if desired, then click Upload.

Upload Attachment