An action gets created when a Plan is published. From any plan you can create or add action items. Below we will show you how this is done.
Publish Plan and Create Action Items
To publish the Plan once it has been finalised, you can click on the 'Publish Plan and Create Items' TAB under the Guided Process.
This flow will appear. Relevant information will be taken from the Plan so you will only need to provide the action's name, start date, duration and increment for the number of actions you wish to create.
Then click Next.
You then will be able to review your actions and edit any ownership if required.
Once you have completed your review simply refresh your page.
Now the Plan record page will be updated to the 'Planned' Status and you will be able to review all "Related action Items" associated with this Plan.
These action items can also be found in the Achieve Hub.
NOTE: These can be assigned to achievers or other planners for them to action.
