Actions View

The Actions View allows you to efficiently manage and prioritize your Goals and Action Items by due date. This view provides an intuitive interface to help you stay focused on what needs to be accomplished next, ensuring that you remain on track with your responsibilities for the strategic plan.

To access the Actions View, select the "Actions" tab at the top of your plan in the Strategy application.

The Actions View organizes your Goals and Action items by due dates, making it easy to identify what is due and when. This view is particularly useful for identifying what requires your immediate attention, keeping track of deadlines, and ensuring that critical tasks are completed on time

Within the Actions View, you can see the name of each Goal and Action item, its due date, the person responsible, and a scoring interface that allows you to quickly assess and enter progress.

The Actions View defaults to showing all Goals and Action items that meet the following criteria:

• You are a Champion of the item
• The item has a due date
• The item has not already been completed
• The item's start date is not in the future (if a start date is assigned)

A number of filters are provided to customers on Core and above:

• Champions Filter
  • See what other team members have coming up!
• Tag Filter
  • See items that are associated with an assigned tag on the plan.
• Type Filter
  • Filter the view to only show certain kinds of items (only Goals or only Action Items)

The Actions View provides a clear and organized way to stay on top of your strategic objectives, making it easier to achieve your goals and drive successful outcomes for your plan.