Adding an Action

You can add a new action to an objective directly.

Or you can add it in the Actions List with or without an associated objective.

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

  2. Complete the Enter Action field with a brief description of the action, followed by the Owner and Due fields.

  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.

    When you've specified the Row field, the Objective field is automatically populated with an '[Unassigned Objectives]' option - as highlighted in the example below.

  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 at a later time if required.

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