Add Task

1. About feature

Strategic Action Items (initiative) can be divided into smaller tasks for collaboration among the team members. By adding a task against a strategic action item (Initiative) in VisionSync, you can ensure that the strategic action item (Initiative) is being executed as planned, and that the team members are on track towards making progress.

2. Screen explanation

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

a. Task Access: This is to set the task access level. Locking the task means that no one except the assigned team members and individuals who have permission can view the tasks

d. Task Details (Required): This field requires the details of the task.

c. Task Duration (Required): This is to specify the start and end date of the task.

d. Select Status (Required): This is to select the status of the task. A hint text will also be displayed below each status option if added to the strategic framework.

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 task.

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

i. Fill in the task details, task duration, and status, and set the task access level from the top right. If the lock option is enabled, only the team members and users with permission will be able to access the tasks.

j. Click on “Save Task” to add a task to the strategic action item (Initiative).

4. Expected Result

Once you have added a task against the strategic action item (Initiative) in VisionSync, the task will be visible to all relevant team members.

5. Dependency & Restrictions

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