How to record a review of a business objective and assign follow-up actions.

Applies to: users who can edit Business Objectives. Module: Business Objectives and Actions.

Adding a Review #

1. Open the objective and select the Reviews & Actions tab.
2. Click Add Reviews (or the + icon on the Reviews panel).
3. Enter the Review Details. Reviewed By and Date Added fill in on save.

Adding Actions to the Review #

1. Inside the review, click Add Actions.
2. Enter the Action Details, choose the Assignees and pick a Due Date.
3. Assignees record progress with Add Assignee progress update and tick Implemented when done.
4. Click Save.

The actions also appear in the Actions module.

Related Articles #

• Reviews & Actions
• Updating an Action
• Actions Overview