Action Items: Copy & Track Status

Action Items: Copy & Track Status


Watch this video to learn how to:
  1. Copy action items from one assessment to the next
  2. Update the status of the action items from the Action Items tab
  3. Update the status of action items by element/factor from Facilitation View
  4. How to sort action items by status and export
  5. How open action items are published to the Summary Report

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