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5.3 Additional Action Fields

5.3 Additional Action Fields 

All Actions have Additional Action Fields which allow for more detailed reporting. These Additional Action Fields can be updated in both Mindmap View and Table view. 

  • Mark the Status of your Action as Repeating, In Progress or Completed 
  • Set a desired Completion Date 
  • Assign an Action By Whom the team member is responsible 

Mindmap view 

  1. Open your Action Plan in Mindmap and click the Action you wish to update.   
  2. In the side bar that appears, scroll down to and expand the Additional Action Fields section
  3. Fill out each field as desired, then click Save to initiate the changes.  

Table view 

  1. Open your Action Plan in Table view and click Action from the top ribbon to display all the Actions from that Plan.
  2. In the column that reads Manage, click on the Eye icon to open the Action you wish to edit.  
  3. In the pop-up window that appears, scroll down to and expand the Additional Action Fields section
  4. Fill out each field as desired, then click Save to initiate the changes. 

Note: not all Additional Action Fields need to be filled out. 

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