View Strategic Action Items

1. About Feature

The View Strategic Action Items feature in My Workspace allows users to quickly access:

• All strategic action items (Initiatives) assigned to them

• All custom watchlists they have created

• All invitations to actionable items requiring their acceptance

This workspace acts as a personalized dashboard that helps users stay organized and focused on the initiatives they are responsible for or interested in tracking.

2. Screen Explanation

The My Workspace page contains two main tabs:

a. Assigned

• Displays all strategic action items (Initiatives) for which the user is part of the team.

• Items appear in this list only after the user has accepted the invitation for the initiative.

• Initiatives are grouped per organization entity and then per strategic plan for clean navigation.

• Depending on the user’s assigned role for each actionable item (initiative), the user may:

  • Edit the initiative

  • View-only access

• Each actionable item (initiative) row includes a kebab menu with View / Edit / Delete options based on permissions.

b. Watchlist

• Displays all personal watchlists created by the user.

• The user can switch between their watchlists using a dropdown filter at the top right.

• Selecting a watchlist shows all strategic action items added to that specific list.

c. Invitations Drawer

• Accessible directly from My Workspace.

• Contains three tabs:

  • Pending

  • Accepted

  • Declined

• Users can accept or decline invitations to initiatives from here.

• Only after the user accepts an invitation does the initiative appear in the Assigned tab.

3. How to Perform This Feature / Functionality

Accessing My Workspace

There are two ways to access My Workspace in the new UI:

Option 1: From the top-right header

• Click the My Workspace button in the top-right header.

• This button also contains a small dropdown arrow that allows direct navigation to:

  • Watchlist

  • Invitations

Option 2: From the left-navigation bar

• Click Settings.

• Under the Workspace accordion, select My Workspace.

Using the Assigned Tab

a. Open My Workspace using either navigation method. b. You will land on the Assigned tab by default. c. Review the list of all assigned strategic action items grouped by organization entity and plan. d. If you have an outstanding invitation:

• Click Invitations in the dropdown or drawer.

• Accept or decline the invitation. e. Once accepted, the initiative will automatically appear in the Assigned tab. f. Click the kebab menu on any item to:

• View the actionable item (initiative)

• Edit it (if your assigned role permits)

Using the Watchlist Tab

a. Click the Watchlist tab. b. Use the watchlist filter dropdown to select a specific watchlist. c. The actionable items (initiatives) saved in that watchlist will appear immediately. d. Users can manage and organize their watchlists from the Watchlist management pages (covered separately).

4. Expected Result

My Workspace provides a streamlined and personalized view of all strategic action items relevant to the user. After navigating to this section:

• Users can instantly view all actionable items (initiatives) they are part of.

• Invitations can be quickly accepted or declined.

• Custom watchlists can be accessed and filtered.

• Users stay organized, ensuring they never miss progress on important initiatives.

This feature centralizes all actionable responsibilities and tracked items into a single, easy-to-access workspace.