Triggering an Action Plan on a Contact

An Action plan is a list of tasks associated with a property or contact. They can be assigned to a particular employee or a group of employees within the office, for example, the administration team.

Triggering a Manual Action Plan on a Contact.

1. Hover over the Contacts menu item and select Contacts.
2. Select your contact from the list or use the search form to locate them.
3. Click on the Tasks tab inside your contact . iDashboard will show you all of the Action Plans in the system available for a contact.
4. To begin an action plan, click on the Start button under the Status column of the page.
5. A Running badge will be displayed to show that the plan is active. Click on the plus icon to see the list of tasks associated with this action plan.
6. Click on the To Do tab to see the list of tasks needed to complete this action plan and who they are assigned to.
7. Once you have completed a task, click 'Mark Complete' (green tick).
8. If you complete a task by mistake, you can go to the Completed tab and Click 'Mark Incomplete'.

Your tasks are also displayed in the My Tasks page which can be accessed by hovering over the Dashboard menu item and selecting My Tasks.