Create / Edit Watchlist

1. About Feature

The Create / Edit Watchlist feature allows users to organize strategic action items (Initiatives) into custom, personal watchlists. These watchlists help users track initiatives they care about, follow updates, and stay informed about progress, comments, and file uploads.

Users can:

• Create new watchlists

• Add or remove an actionable item (initiative) from existing watchlists

• Edit the name of existing watchlists

• Manage watchlists directly from the actionable item modal

2. Screen Explanation

When a user chooses to manage watchlists for an actionable item, the Watchlist window appears on the right side of the actionable item modal. It contains:

a. Create New Watchlist Field

• A text field at the top labeled Create New Watchlist, with a Create button.

• Users can type the name of a new watchlist and click Create to add it.

b. List of Existing Watchlists

Each watchlist row shows:

• The watchlist name

• A badge showing the number of items already in that watchlist

• A checkbox that determines whether the current initiative is included in that watchlist

• Checking the box adds the initiative to that watchlist; unchecking removes it.

c. Save Watchlist Button

Appears at the bottom of the modal. It saves all additions or removals of the actionable item across selected watchlists.

d. Back Button

Returns the user to the previous panel of the actionable item modal.

3. How to Perform This Feature / Functionality

Users can open the Watchlist window in two ways, both leading to the same interface:

Option 1 — From the Kebab Menu of an Actionable Item (Initiative)

1. Navigate to a strategic plan.

2. Open the Build Plan screen.

3. Click the kebab dropdown against any actionable item (initiative).

4. Select Watchlist.

5. The Watchlist window opens on the right side of the actionable item modal.

Option 2 — From the Watchlist Icon in the Right Vertical Toolbar

1. Open any actionable item (initiative) from Build Plan.

2. In the right vertical icon bar, click the Watchlist icon.

3. The same Watchlist window opens on the right side of the modal.

Creating a New Watchlist

a. In the Watchlist window, type the new watchlist name in the Create New Watchlist field. b. Click Create. c. The new watchlist appears immediately in the list below with a checkbox. d. Check the box if you want the current initiative added to this newly created list.

Adding or Removing an Actionable Item (Initiative) from Existing Watchlists

a. Check the box next to any watchlist name to add the initiative to that watchlist. b. Uncheck the box to remove the initiative from that watchlist. c. After making all selections, click Save Watchlist.

4. Expected Result

Once the user saves changes:

• The actionable item is added to or removed from the selected watchlists.

• Newly created watchlists appear instantly and are available for future use.

• The system automatically triggers notifications (in-app and email) for any Actionable Item (Initiative) present in a user’s watchlist when relevant updates occur:

  • Progress updates

  • Comments

  • File uploads

  • Status changes

5. Dependencies & Restrictions

a. “My List” watchlist is system-managed:

• Cannot be renamed

• Cannot be deleted

• Users cannot manually add items to it

• Items appear automatically when the user joins an initiative as a team member

b. Users require relevant permissions to view or access strategic plans and actionable items before adding them to watchlists.

c. Watchlists are personal to each user; they are not shared across the organization.