Tips & Tricks – Action Tracking
This week, the Customer Success Team shares their best Action Tracking tips and tricks...
So what happens after the meeting? How do you make sure all those action items that resulted are completed and followed up on? Keeping track of whose doing what and when is always a challenge, but with iCompass’ Action Tracking, it is simple and efficient.
1. Lists are Personal
Something to remember when dealing with lists created in Action Tracking is this – everyone sees a different list! Lists are personalized to the individual who has created them and unless you share them, you are the only one who can see them.
2. What if you can’t find an item?
It can be easy to lose an item, especially if it has been deleted or completed. But it’s easy to find an item using the “search” option on the top right-hand side of your screen. You can search for the item by name or the by item number.
3. Deleting lists
Another brief tip – deleting a list does NOT delete the items within the list. You may not see the items anymore, but they are still stored within the system waiting to be used if needed. This is a situation where the “search” option comes in handy.
4. A reminder about “Reminders”
Reminders are a great way to keep everyone on track. However, once an item has been completed you must manually shut off the reminder before it stops sending a notice. This is easy to do:
• In Action Tracking go to “My Lists” and then “Reminders”
• Open the item you want to turn off the reminder for
• At the top of the screen, uncheck the “is this reminder active?” box and it’s done!
5. Sending Notifications
When sending a notification, the more information that is provided in the details tab, the more information is provided in the notification. Therefore if you need to edit an item do this in the “details” tab and not the “notifications” tab. Updating or editing an item’s information in details automatically updates the information in notifications as well.
~a weekly "Tips and Tricks" publication by the iCompass Customer Success Team
