Product Ideas

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Ability to code tactics with "ongoing" OR one-time happening

Many things that are strategic either go on in perpetuity or happen and then are done.  For the latter you could just put the date that it will be complete.  But the system still asks you to code "Weekly", "Monthly" etc.  Maybe add the label "One Time" or have the option to leave it blank.

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Jul 30 2019
  • Future consideration
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  • Admin
    Matt Heggelund commented
    13 Nov, 2019 10:26pm

    Marty,

    On the Strategy Overview on both the Sunburst and the Tree view any Action Items that are closed will still display in those views and calculate into the overall health of the plan. But if you go into the detail view of a Tactic that has lets says 5 Action Items, 3 are "In Progress" and 2 are "Closed", the 2 that are closed will be filtered out by default, you can change the filter to "All Inactive" and the closed Action Items will appear. See the attached screenshot. Please let us know if this doesn't make sense and we can jump on a phone call to further discuss.

    Thanks,

    Matt

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    13 Nov, 2019 10:16pm

    Could you add a "Completed" option instead of "Closed" so that the tactic/action item will still be visible