4.3 - Update Progress on an Action

Previous Section: 4.2 - Keeping everyone informed with contextual updates

Keeping your actions updated is essential for staying on track and keeping your team informed. Depending on how your action is configured, you'll be able to update your progress using a few different methods.

How to update your action based on its progress type:

Manual Slider: To update progress, simply drag the slider from 0% to 100%.

Checklist: Click the action to access the Sidebar. Check off each item as it's completed. You can complete the items in any order you choose, and each item contributes equally to the overall progress.

Milestone: Click the action to access the Sidebar. To mark a milestone as complete, hover over it and click Save. Keep in mind that milestones must be completed in the order they appear.

For a video on how to update an action, watch below:

For a video on how to edit an existing action, watch below:

Next Section:  4.4 - Update progress on a measure & add historical data