Adding an Action

You can add a new action to an objective directly.

Or you can add it in the Actions List and manually assign it an objective.

 

  1. Click either the objective's > expand arrow or its Actions link.

  2. In the Enter Action field, type a brief description of the action.

  3. Click Add.

You have added a new action to the objective. You can click into the action to add further details.

To create a new action on the account plan without associating it with an objective:

  1. Open the ACTIONS LIST view.
  2. Click Add Action.
  3. Specify the action details.
  4. Click Save.

The action is now added to the actions list. You can click into the new action to add further details. And you can assign it an objective if appropriate.

 

Note: Your administrator can replace this quick-add field with an Add Action button that opens a dialog.