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Action Planning Editor Widget (CX)

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About Action Planning Editor Widgets

The action planning editor widget allows you to create action plans. Within these plans, you can indicate progress, create sub-tasks, and tag the appropriate dashboard users involved in the initiative.

The action planning editor widget is only necessary if you’re using an older version of action planning. Otherwise, you don’t need one of these widgets to create and edit action plans.

Qtip: The action planning editor widget can only be created on an action planning page.
Qtip: Users are given dashboard access and the ability to create or view action plans through roles they are assigned or permissions they are given on an individual level. See Dashboard Role Data Restrictions for more information.

Adding an Action Plan

  1. Add an action planning editor widget to your dashboard.
  2. Click Create New Action Plan.

    Qtip: Editing mode doesn’t need to be turned on in your dashboard to add an action plan.
  3. Give your action plan a title by typing into the Title field.
  4. Specify a Due Date by which the plan should be complete.
  5. Specify the Owner of the action plan by typing in a name and clicking on the user. You can only assign one owner at a time.
    Qtip: Only users with permission to use action plans can be assigned to an action plan.
  6. You can also add additional fields to your action plans in the Action Plans section of the Dashboard Settings.

Any information added to an action plan is automatically saved.

Managing Action Plans

The action planning editor widget allows you to perform a number of actions with your action plans, including changing the status, removing plans, and more.

Indicating Progress Through Status and Percentage

Assign a status to your action plan by clicking the current status on the far-right of the action plan title.

In Progress icon clicked to reveal a menu on a collapsed action plan

The available statuses are Not Started, On Hold, In Progress, Closed, or Canceled. These can be changed at any time. Changing status does not affect the percentage complete of the action plan.

To change the percentage complete, click the number on the far-right of the action plan title. Then drag the slider to the desired percentage, or type it into the field.

Percentage toggle pulled up on a collapsed action plan

Deleting and Copying Action Plans

Click on the gear to Copy Action Plan or Delete Action Plan.

Dropdown arrow on a collapsed action plan reveals a menu

Expanding and Collapsing Action Plans

You can expand or collapse an individual action plan in your list by clicking the arrow next to the plan’s name or by clicking on the topmost bar of the action plan.

Once your action plan is expanded, you can edit any of the available fields.

Adding Comments

Once you’ve expanded your action plan, you can add comments to them.

  1. Navigate to the bottom of your action plan and click Add Comment.
    Add Comment button at the bottom of the action plan
  2. Type your comment.
    Comment section highlighted at bottom of action plan
  3. Click Send.

Once comments are submitted, the commenter’s name will show up next to the date the comment was made.

Comments can be deleted by clicking the X to the left of the comment.