Product Ideas

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Changing status to On Hold or Cancelled require Progress Note


  • Manually changing a status to On Hold or Cancelled require a Progress Note to be entered


  • As a Plan Administrator, I need a progress note to be entered when a status of a Tactic/Action Item is changed to On Hold or Cancelled, so that there is a documented reason of the potential negative impact to the success of the strategic plan.


  • Make sure this is configurable by the plan administrator

  • global or per plan?

  • Allow for plan administrator to select which status changes they want to require a progress note

  • Show the note in history?

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Mar 21 2019
  • Future consideration
  • Attach files