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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”.

Action_Plan_Tab_Views_and_Filters_01.png

 

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

Action_Plan_Tab_Views_and_Filters_02.png

 

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

 Action_Plan_Tab_Views_and_Filters_03.png

 

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

Action_Plan_Tab_Views_and_Filters_04.png

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

Action_Plan_Tab_Views_and_Filters_05.png

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