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Help Center - ActionPlanner
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Welcome to the
ActionPlanner Help Center
Find the resources you need to enhance your ActionPlanner experience!
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Learn more about
Initiatives
Learn more about
Milestones
Learn more about
Actions
Learn more about
Overview Reports
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Frequently Asked Questions (FAQ)
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System Setup (for admin and super users)
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Initiatives
What is an initiative?
Create new initiative
Give feedback to initiative
Edit initiative
Comment on initiative
Copy an initiative
Request completion of initiative
Complete initiative
Approve initiative
Parking initiatives (save as draft)
Invite supporter
Share an initiative
Attaching files to initiatives
Delete an initiative
Move initiatives to other roadmaps
Feedback requirements
Creating Key Performance Indicators (KPI)
How to invite a guest
Milestones
What are milestones?
Create a milestone
Give feedback to milestones
Edit a milestone
Comment on milestones
Copy a milestone
Complete a milestone
Delete a milestone
Actions
What is an action?
Create an action
Edit an action
Comment on actions
Complete an action
Delete an action
Prioritise actions
Overview reports
Priority list
My overview
Roadmap overview
Using “List view”
Using “Timeline overview”
Using “Table overview”
Using “Objective overview”
FAQ
How do I invite a guest on my initiative?
What are the roles in ActionPlanner?
How do I turn off my compressed emails?
What is a roadmap?
How do I “park” an initiative?
Where do I find the initiative description?
What are compressed emails?
What are outstandings?
System Setup (for admin and super users)
How to create new users
Roles in ActionPlanner
What is a roadmap?
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