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Perform an Action Plan

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To perform an action plan that was created and published in the project's Action Plans tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Action Plans tool.
    • 'Read Only' or 'Standard' level permissions with additional granular permissions. See Permissions.
  • Limitations:
    • The action plan cannot be performed while it is in 'Edit' mode.
    • Meetings added as references are not currently available to view on mobile.
    • Mobile users cannot currently see if Meetings are requested as records.


  1. Navigate to the project's Action Plans tool.
  2. Click View next to the action plan you want to perform.
    Note: If the 'View' button is not clickable, the action plan is in 'Edit' mode and can only be accessed by users with 'Admin' level permissions on the project's Action Plans tool.
  3. Review the sections and items.
    Note: Some sections and items may be unavailable to complete if one or more other items were added with 'Blocking Functionality'. See What is 'Blocking Functionality' in an action plan?
  4. Set the status for individual items (Open, In Progress, Delayed, Closed)
    Note: Items marked as 'Closed' update the progress bar in the 'General Information' section.
  5. Optional: Under the 'Due Date' column, change or remove the due date for the items.
  6. Under the 'Assignees' column, sign completed action plan items.
  7. Optional: Add additional assignees to action plan items.
  8. Under the 'Records' column, add requested records.
  9. Under the 'Notes' column, add or edit notes.