Introduction
The mutual action plan provides a structured overview of the journey from start to finish, helping you stay on track with milestones and tasks. With a new dedicated page, all your planning is centralized for easy setup and clear visibility. Action plans enhance collaborative success by defining roles and timelines, creating a seamless workflow. Embrace structured planning for a more efficient and successful project. The overview offers a clear view and easy navigation of milestones and tasks.
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How to set it up and how it works
Creating an Action plan
When creating the action plan we recommend starting from a template room. An action plan can always be published and unpublished at any time in a room.
For example, you can publish it when you need it in the process.
Then you can unpublish it when you feel it is no longer relevant to the process.
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Hide/show completed milestones
When a milestone is completed it will be hidden as it is marked complete. But you can always change this by selecting Hide or show completed milestones:
Show completed milestones Hide completed milestones |
Add formatting to descriptions
Shortcut to add emojis as well in your description, can also be added in the titles Mac: Ctrl+CMD+Space PC: Windows logo key + .
Please note! This can only be done on a description text, to access the format bar, simply mark the text and the format bar will appear |
How to manage your tasks
Once you have set up your task you can only give it a due date and assign an owner to the task once the room is created, to give the task to a participant of the room they have to be added and the room published. Here is how it works!
Once you are done managing your task click on Save changes in the bottom right corner, you can also select to cancel any changes made or delete your task completely. Please note: Only the sender can delete a task and change the due date Only an owner of a task (can be any participant in the room) can change the status of a task
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Easily arrange and change your action plan