AP user quiz

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Name

1.

I am the responsible on an initiative and would like to complete the initiative, what do I do?

I edit the initiative, and tick off the "Complete initiative" option in the bottom of the page

I go to my initiative's detail page and click the "Complete initiative" button placed above the Initiative history section

I request completion from the initiative owner using the “Initiative options” dropdown

2.

Where do I find the files that I have attached to my initiative?

Go to the initiative's detail page and locate the section "All attached files" placed below the initiative history

Go to the initiative's detail page, unfold the "Initiative options" dropdown and choose the option "All attached files"

Go to the initiative's detail page, unfold the section "Description" and locate the "All attached files" sub-section

3.

How do I align an action to an initiative?

I need milestones to create actions, so I create a milestone and align the action

I create the action on the 'Initiative actions' placeholder

I use the ‘Create action' button that is located in the "Initiatives" menu

4.

Which view should I use if I would like an overview of the latest feedback and milestone status on all my initiatives?

The graphical view on the ”Initiative overview”.

The tabular view on ”My initiatives” .

The list view on the ”Roadmap overview”.

5.

I have noticed that actions mistakenly are called tasks in a Roadmap, what do I do?

The only way is to call ActionPlanner's Support desk and explain the situation.

Change the Roadmap terminology in my 'Personal settings'.

Correct the mistake in the section "Roadmap Terminology" where I edit the Roadmap in System Setup.

6.

Who can request feedback on an initiative?

The responsible on an initiative

The owner on an initiative

The owner and the responsible on an initiative.

7.

An initiative is colored black, what does it mean?

Reporting is lacking behind.

No reporting yet (nor is it required).

The initiative is completed and has been archived.

8.

How do I change the immediate manager of a user?

Edit the new manager of the user and align the User as an employee to him/her.

Go to ”Organizational Overview” and use the drag-and-drop functionality to align the user to his/her new manager

Edit the user, unfold the ”Immediate manager” dropdown and choose the user’s new manager.

9.

Which of the following items can you Push2Email?

Prioritized actions

Comments

Initiative details

10.

I need to change the name of the roadmap, what do I do?

Only admin users can edit roadmap names, so I ask my admin user to change it.

I go to System Setup and sub menu ”Roadmaps”, click the Roadmap and edit the Roadmap name.

I go to System Setup and sub menu ”Roadmaps”, click the roadmap and request change of roadmap name.

11.

I want to decline a support invitation from a colleague. From where can I do it?

From the ‘Users’ menu in System Setup.

From the ‘Home’ menu.

From the Initiative detail page

12.

Does my manager always have view rights on all my initiatives (except those marked private)?

Yes

Only the initiatives that my manager is owner of.

Only the initiatives that I have shared with my manager

13.

Can I choose to get daily compressed emails only in the afternoon?

Yes

No

Only admin users have this privilege

14.

I cannot get an Outstanding to disappear! I have given the required feedback, but the Gantt bar is still grey… What did I do wrong?

I gave feedback to the milestone.

I gave feedback to the initiative.

I gave feedback to the initiative and pushed it to email (Push2Email)

15.

What does the compressed email consist of?

Compiles the outstandings you have had the past weeks.

Your ActionPlanner relevant information, grouped by importance (Green: Nice to know, Yellow: Important to know, Red: Must know).

The feedbacks given by your team and prioritized comments grouped by grade of Initiative urgency (days to milestone/deadline).