This page applies if the Redesigned Development Plans functionality is enabled.
To access the Action Items page, go to. Then, click the Actions tab.
|PERMISSION NAME||PERMISSION DESCRIPTION||CATEGORY|
Task Details and Options
The following information options are available for Development Plan action items:
- Plan Title - The title of the plan displays next to the Development Plan action item icon .
- Due Date - This field displays the due date for the plan.
- Status - This field displays the status of plan. This is based on due dates for the plan.
- Complete - Click this option from the drop-down to open the Development Plan Details page for the appropriate plan.
- View as PDF - Click this option from the drop-down to export the development plan details to PDF format.
- View all Development Plans - Click this option from the drop-down to open the Development Plan Summary page.
Development Plan Statuses and Actions
Development plans in Complete, Cancelled, or Expired status do not appear on the Action Items page.
Development plans that are in a Completed or Cancelled status do not appear on the Actions tab or "Your Action Items" widget.
Color Strip Key
The following colors are available:
- Red - Due today or past due
- Orange - Due within the next seven days, not including today
- Green - Due after seven days