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.
The list is colour coded to show ongoing, completed, overdue and cancelled items. Overdue items are also shown in red.
Click on any item in the list chart to activate items under the Actions tab:
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 list as a PDF