Action Plan Tab Views and Filters

ver. 1.0


To find action plan go to “Account”.

Choose of the account and go over to “Action Plan”.



On the right side below the task tab you can find Expand / Collapse view page structure for Hierarchy / List View.



There is a drop-down icon on the right side below the list view

  • Reorder Plan – you can rearrange the order of the task you made
  • Add – you can add new plan or launch plan from template
  • Active Action – will provide you drop down of filter such us all action, upcoming, active and completed



To edit your task, click the 3 dots icon add objective, add action, edit or complete.


 If you want to an additional task you can click “Add Plan”.


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