Watch the video below to learn how you will be able to add decisions and actions to both 360° Screenings, shared files, and directly to the 30-60-90 Days Plan. You can download a PDF file with the 30-60-90 Days Plan showing uncompleted or completed tasks, and review the dashboard.
The following steps are demonstrated in the video:
- Add decisions and actions
- Manage the 30-60-90 Days Plan
- Filter decisions and actions in the 30-60-90 Days Plan
- Review client analytics