Introduction
All the decisions and actions that are created for your mentee appear on the 30-60-90 day plan, including those that were added to screenings, and advisor or client files. This articles explains what you can do within the 30-60-90 Days Plan.

How to do it
Watch the video below to see how to manage the 30-60-90 Days Plan and view your decisions and actions, or follow the next steps.

1. Go to the menu 'Decisions and Actions' and click '30-60-90 Days Plan'.

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

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

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

7. Download your 30-60-90 Days Plan as PDF file by clicking the download icon on the top right corner of the list.

8. View analytics of your mentees' decisions and actions by going to the menu 'Decisions and Actions' and clicking 'Analytics'.