Add Strategic Action Item (Initiative) to Watchlist

1. About feature

The "Add Strategic Action Item to Watchlist" feature allows users to add strategic action items (initiatives) to their custom watchlists in VisionSync.

2. Screen explanation

The “My Workspace” screen contains the following elements.

a. Assigned: The “Assigned” tab on the Action Items page contains the list of all the strategic action items (initiatives) assigned to the user. The strategic action items will only be added to the list once the user accepts the invitation to that strategic action item. Users can view or edit the strategic action items (initiatives) based on their assigned role in each strategic action item. Users see this list by default.

b. Watchlist: The Watchlist tab in the Action Items allows users to navigate to custom watchlists created by the user.

3. How to perform this feature/functionality?

a. Log in to your VisionSync account using your credentials.

b. From the Top-Navigation Bar, select "Strategic Plan".

c. The Strategic Plan screen will open, displaying a list of all the strategic plans created within your organization.

d. Click on the “Build Plan” option against the plan.

e. A new screen will open containing the strategic plan details like assigned organization entities, review period and strategic framework levels (goals, strategy, etc.)

f. Select the organization entity from the top and select the review period of the strategic plan. By default, your default organization entity and current year are selected.

g. Select the strategic plan element (goal, strategy, etc) against which you want to add strategic action items (initiative) for your organization entity.

h. To add a strategic action item to a watchlist list, navigate to the selected strategic action item and click the “Watchlist” option from the kebab menu against that item. Choose the watchlist you want to add to the strategic action item (initiative).

i. A confirmation message will be displayed on the top of the screen stating that a strategic action item has been added to the watchlist.

4. Expected Result

1. Once users have added strategic action items to a watchlist, they can view all the added items in one place within that watchlist.

2. In-app and email notifications are automatically sent to users for items on their watchlist whenever there are updates, progress changes, new comments, or uploaded documents related to the respective items.

5. Dependencies and Restrictions

The default watchlist called "My List" cannot be edited or deleted. No strategic action item can be added to the default watchlist called "My List" by the user. This list is maintained automatically based on if you are a team member on any strategic action items (Initiatives).