INTRODUCTION

The following steps explain how to manage, share and comment on decisions and actions in your client's 30-60-90 Days Plan. 

HOW TO DO IT

1. Find 30-60-90 Days Plan

Go to the menu 'Growth Plan' and click '30-60-90 Days Plan'.

2. Add task

Note that all the decisions and actions from the Screening and the Decision Sheet are shown here. Add an additional task directly to the action plan.

3. Create timeline

Click to place the tasks on the timeline on 30, 60, 90 days, sooner, or later.

4. Share/unshare with client

Click the green share icon right of the task to stop sharing it with the client. The task will then be deleted from the client’s 30-60-90 Days Plan.

5. Re-share with client 

Click the white share icon to share the task with the client again.

6. Add comment 

Click an existing task and enter a comment. Save it and open it again to see that the comment has been added.