Add Comments

1. About feature

VisionSync provides a collaborative platform for creating and managing strategic plans. By adding a comment for a strategic action item, team members can communicate with each other about a specific strategic action item (Initiative), task, or progress update, ensuring everyone is on the same page.

2. Screen explanation

The “Comments” tab of the Strategic Action Item (Initiative) screen contains the following elements.

Comments Access: This is to set the comments access level. Locking the comments means that no one except the assigned team members and users with permission can view the comments section.

Comment (Required): This field requires a comment.

Post Button: This button is to post the comment.

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.

g. Select the strategic plan element and select the strategic action item for which you want to add a comment.

h. To add a comment against a strategic action item (Initiative), click on the “Edit” button against it and go to the “Comments” tab.

i. Enter the comment you want to write and click “Post”.

j. Once the comment is posted, you can view it under the comments section.

k. To filter the comments, apply the desired filter from the “All”, “Progress”, and “General” options.

4. Expected Result

Once you have added a comment in VisionSync, it will be visible to all relevant team members.

5. Dependency & Restrictions

a. Add/edit the comments for strategic action items (initiatives) available to only the users who have permission to do it for their organization entity.

b. Only the owner can edit comments. Progress comments cannot be edited.