Signals and plans

Spot what needs attention and track what you do about it.

Assign and track tasks Open a plan from Home → Plans to use its task board. Add tasks, assign people and move cards from To do to Done. Your own tasks are in Home → My tasks. How-to

Change, complete or delete a plan Open the plan from Home → Plans. Edit plan changes the owner, due date and status. More has Mark completed, Archive and Delete plan. How-to

Create an action plan Go to Home → Plans → New plan, or select Create plan on a signal. Pick the signals behind it, name it, choose an owner and a due date, add the first tasks and select Create plan. How-to

Review signals Go to Home → Signals and open a signal to see its numbers. Then create a plan from it, add it to a plan, or dismiss it. How-to

Understand

How signals are foundOnce a day, Action planning compares the last finished quarter with the four quarters before it. A big, steady drop for a group of at least 5 people becomes a signal.

Fix a problem

"Action planning is unavailable"Action planning has to be turned on for your company, and only super admins and HR admins can use it.