1. Next up, locate the “Initiative options” button in the top right, next to the initiative’s name. Unfold the button and select the “Invite guest” option:

   

2. Continue by filling out the first name, last name and e-mail address of the guest:

   

3. Add a message below, which will be shown in the invitation message sent to the guest:

   

4. Select which involvement level, that you wish for the guest to have:

   

   • For ”View” level:
     • Guest can view all items in the initiative
     • Guest will be notified in the system about feedback and date changes on initiative and milestones
     • Guest will be notified with email about feedback and date changes on initiative and milestones

• • For ”Collaborate” level:
    • You can assign actions to the guest
    • You can assign milestones to the guest
    • Guest can give feedback to milestones
    • Guest can create actions aligned and unaligned actions
    • Guest can assign actions to users involved in the initiative
    • Guest can comment on initiative
    • Guest can attach files

A guest that has been removed from all shared initiatives, will keep the user inside your account to keep unaligned actions. You can always delete guests from the “Guest list”.

This is what a guest cannot do:

• A guest cannot be responsible for an initiative and hence
  • A guest cannot give feedback to an initiative
  • A guest cannot create milestones

The post How to invite a guest appeared first on ActionPlanner.

Actions are characterized by:

1. A simple activity which can be completed in 5-10 minutes
2. Only having the ability to be marked complete.
3. If you need to follow the action with color (red, yellow, green), it should be created as a milestone instead
4. Having the option to add an end date if needed
5. If an action in itself contains several actions, it should be created as a milestone instead

Actions can also be used as unaligned general tasks, to-do’s and reminders, and will replace sticky notes and multiple to-do lists.  Having actions enables you to now do everything from ONE place which is a key benefit of ActionPlanner!

Tip: You can read more about creating actions HERE

The post What is an action? appeared first on ActionPlanner.

1. Using the + button in your header
2. Using the options button on your initiative or milestone

1. Create actions using the + button in your header

Create your action by locating and clicking the pink + button in the center of your personal header (see below)

2. Create action using the options button

Creating your action

Once you have clicked “Create action”, you are asked to fill in all relevant information about the action in question (info marked * is mandatory):

You also have the option to create an action while:

• creating a Milestone
• editing a Milestone
• giving feedback to a milestone
• giving feedback to an initiative
• adding a comment

TIP: Always describe the action names in a way that any person will be able to understand the steps to take to execute the action. This way colleagues can take charge on your behalf if you e.g. are on holidays etc.

The post Create an action appeared first on ActionPlanner.

1. Hover your mouse on the name of the action you wish to edit;
2. Click the “pencil” button on the right side of the action;

   

Edit action content

When you click the edit button a pop will show, from where you can edit the:

• Action name
• Responsible
• Alignment
• Due date
• Priority setting
• Privacy setting
• Attach file

  

The post Edit an action appeared first on ActionPlanner.

1. From the initiative detail page
2. From “List view”
3. From “Priority list”

To comment on an action, follow these steps from the locations above:

1. Hover your mouse on the name of the action you wish to comment;
2. Click the “Options” button on the right side of the action;
3. Select the option “Comment”

   

Content of a comment?

Locating your action comments?

Find comments submitted on actions, below the action name. Unfold the comments by clicking the “Comments” box on the “unfold” button on the right side:

TIP! It is good practice only to push comments that urgently need attention from users. You do not want your team to get their mailboxes cluttered with mails containing comments that are more or less irrelevant to them. Studies have shown that cluttered mailboxes are a source leading to increased stress levels among employees.

The post Comment on actions appeared first on ActionPlanner.

Your completed actions are visible until midnight, so you can feel proud about your work for the day.

Complete an action from your priority list by clicking the “Complete” button on the right side of the action name;

Complete an action from initiative detail page using the options button on the right side of the action name;

TIP: If you completed an action by accident you can un-complete it via your options button or by clicking “undo” in the green message-box appearing at the top of the screen.

The post Complete an action appeared first on ActionPlanner.

1. Click the “Options” button on the right side of the action;
2. Select the option “Delete”:

The post Delete an action appeared first on ActionPlanner.

1. Hover your mouse on the name of the action you wish to prioritise;
2. Click the “Options” button on the right side of the action;
3. Select the option “Give priority”:

   

Where will my priority action show?

You can find your prioritised actions in your first menu point “Priority list”. This is also the first screen you are presented with, when you login to ActionPlanner:

TIP: Actions with priority are a good indicator of what the individual user is working on and a great way to set the weekly agenda. It is considered best practice that users drag the priority they are working on to the top.

The post Prioritise actions appeared first on ActionPlanner.

With the introduction of the the priority list you can easily visualize what you are working on at any given time. From an employee perspective you are then able to give your immediate manager the opportunity to acquire an overview of what you’re working on, without having to disrupt your focus. As a bonus you are able to refresh your memory on what you were doing, e.g. when you left the office the day before or prior to your vacation.

You do this by adjusting the order of your priorities by pulling them up and down (click and hold action, proceed to pull up/down) . The activity you place as number 1 (top of the list) should always be the one you are working on at any given time.

The post Show what you are working on using priority appeared first on ActionPlanner.

1. Hover your dropdown in the upper right hand corner;
2. Click “System setup” and select the option “Edit users”

   

3. Proceed by clicking the “Create new” + button located above right of the user table.

   

4. You are then directed to the “Create user” page.

   

Now fill out the fields (mandatory fields are marked with *):

• Initials: This initials can be used to search for users
• * First name: First name of the new user.
• * Last name: Last name of the new user.
• * Gender: Male or female.
• Title: Title of the new user (e.g Personal assistant).
• * Phone: This phone number will be displayed in the user profile and will be visible for other users.
• * User type: You can choose between User, Super User, Admin User.
• Mark user as Company Super User?: By checking this checkbox, the user will be listed as a contact person to reach out to, to get help/support.

• * Immediate manager: Align the new user to his/hers immidiate manager
• * User level: Is the user a Manager or employee? Notice that a manager is on a miminum Super User in ActionPlanner.
• Language: Choose between English and Danish.
• Time zone: Select the appropriate timezone for the user.
• * Username: Type in the email address of the user. This email address will be used the username for logging into ActionPlanner.
• Send welcome email to User: After you create a user, a welcome email will be sent out to the new user. This email a link which can be accessed to login for the first time. Note that this link is valid for 24 hours only.Turn off the button if you do not yet want to invite the new user to ActionPlanner just yet. You can always come back and invite the user to ActionPlanner later.
• Profile image: Upload a picture on behalf of a user.

• *Permissions: You can give None, Me/Team, All view permission to the new user (depending on your ActionPlanner subscription).

The post Create new users appeared first on ActionPlanner.