How to create Personal actions

You can create actions that are connected to a specific insight from the Dashboard. To create an action that’s not related to an insight, you can do so from the Action library (e.g. Book meeting to discuss this month’s KPI).

From the Dashboard: 

1. Go to Start > Dashboard 
2. Find a question/topic that you want to create an action connected to 
3. Click on the “Create action” button 
   
   
   
4. Fill in the action title and details 
5. Select when you want to complete the action
6. Start the action!
   
   

From the Action library:

1. Go to Actions > Action library 
2. Scroll to the section called “Personal actions” 
3. Click on the button “Create personal action” 
4. Fill in the action title and details
5. Select when you want to complete the action(Due date)
6. Start the action!

After you’ve started the action, it will be visible under Actions > Action plan. 

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