Create an Action Plan

In this tutorial, we walk you through how to create an individual Action Plan.

1) Click on Action Plan

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2) Add 5 cards for specific tasks in your action plan

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3) Assign the cards to yourself

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4) Select a due date for each of the cards

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5) Click into a card and add more details about that task in the body

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6) Click on Back & Save

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7) Mark any card as complete

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8) Remove the mark

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9) Click on your workspace in the top navigation to see all of the views you have created

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