Introduction

The following steps explain how to download completed or uncompleted tasks within 30-60-90 Days Plans as PDF files. You can filter the information you want be included in the file.

How to do it

1. Select a client company and navigate to Decisions and Actions. Next, the tab '30-60-90 Days Plan' will open.

2. Click any of the bold headlines in the 30-60-90 Days Plan to sort the list of tasks according to time horizon, Focus Area, etc.

3. Check some of the tasks as completed and notice how they disappear from the list (you can bring them back to the list).

4. Use the filter icon to create a 30-60-90 Days Plan that shows all completed tasks with date of completion.

5. Click the filter to view un-completed and click the to download a PDF file with the action plan.