All of the account actions are displayed as a list which shows who’s responsible for completing the action, which objective it’s linked to and the action’s due date amongst other things.
Click on any column header to reorganise the list by that column.
Click the link on the Actions tab to:
Add Action: Add an action
Edit Action: Select an action to edit, or to update the action status. Save the action once changes are complete
Delete Action: Delete the action from the business plan
Export to Spreadsheet: Export the list as a csv file which can be opened in Excel
Export to PDF: Export the timeline as a PDF
Important: Overdue actions are displayed in red