Mark An Action As Done
Security:
- Access to actions
- Manage actions
Marking an action as done can indicate that you've finished working on it or that you no longer want it to be part of your action plan. It's possible to Restore a Completed or Archived Action if needed at a later time.
Any manager who can access the dashboard can mark its actions as done, even if another manager created the actions. Example: Your senior leader can mark your actions as done on your behalf.
- Go to theAction planpage within theInsightstab.
- Find the action you need to mark as completed.
- ClickMark as done.
The action no longer displays in your action plan, any shared dashboards, and employee personal dashboards, if enabled by your organization. You can find the action by using the
Completed
filter in your action plan page.