View Strategic Action Items

1. About feature

The "View Strategic Action Items" feature allows users to view a list of strategic action items (Initiatives) that they are part of the team or a custom list of strategic action items (Initiatives) that they have saved.

2. Screen explanation

The “My Workspace” screen contains the following elements.

a. Assigned: The “Assigned” tab in the Strategic 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 Strategic Action Items allows users to navigate to custom watchlists created by the user.

3. How to perform this feature/functionality?

a. Go to the VisionSync login page.

b. From the Top-Navigation Bar, select "My Workspace".

c. You will be redirected to the page containing two tabs: “Assigned” and “Watchlist”.

d. On the Assigned tab, you will see a list of all strategic action items (initiatives) that are assigned to you. The strategic action items will be added to the Assigned list only when you accept the invitations to those strategic action items.

e. The strategic action items (initiatives) on the Assigned list page are arranged per strategic plan per organization entity.

f. You can edit or view the strategic action items (initiatives) on the Assigned list page based on your assigned role in each strategic action item.

g. Click the “edit” or “view” button from the kebab menu against the watchlist that you want to edit or view.

h. You can see the invitations to strategic action items by clicking on the "Invitations" button on top right and choose to “Accept” or “Decline” by selecting the respective option. This drawer will have three tabs - Pending, Declined, and Accepted for you to keep a history of the invitations.

i. On the Watchlist tab, you will see a custom list of strategic action items added by you in different watchlists.

j. To filter watchlists, select the watchlist you want from the filter option on the top right.

k. The strategic action items saved in that watchlist will be displayed.

4. Expected Result

Using the "My Workspace" feature, users can easily access a list of strategic action items (Initiatives) assigned to them or a custom list of strategic action items (Initiatives) that they have saved. This feature provides users with a convenient way to stay organized and quickly access the initiatives that they are interested in.