Action Planning Quick Start Guide

Please watch the video for a quick overview of the system:

 

Follow the steps to access the Action Planning Dashboard:

  1. Click on the menu icon in the top left-hand corner
  2. Select Action Planning

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  3. From your Action Planning dashboard, select one of your action gauges to view all of your tasks in that section.
  4. This will open your task page. From here, you can select the task that you would like to complete. 
  5. TOP TIP: You can also add more tasks in this section by clicking on the icon on the Task toolbar.
  6. After selecting your task, you can then start to make the changes that are required. To do this, click the edit icon on the Task toolbar.
  7. In the edit screen, you can change the status from ‘open’ to ‘Completed’.


     
  8. After saving the changes, your hub dashboard will immediately be updated to reflect the changes that have been made.