Product Ideas

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Set Health and Status when creating a Tactic or Action Item

Summary:

  • It is desirable as a User to be able to set the Health and Status when creating a new Tactic or Action Item. All other fields including Closed Date are on the creation screen, why not have Health and Status?

Requirements:

  • As a User, I need to be able to set the Health when creating a new Tactic or Action Item.

  • As a User, I need to be able to set the Status when creating a new Tactic or Action Item.

Notes:

  • Should we remove closed date from creation screen? What is the use case for being able to set the closed date during creation?

  • Located where on the screen?

    • status go under owner

    • health could be left off if needed

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Mar 21 2019
  • Approved for future release
  • Attach files