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How to add / edit / publish the Action Plan FOR my leader

Supporting Leaders

How to add / edit / publish the Action Plan FOR my leader

Last updated on 10 Aug, 2021

As the coach, you are able to add / edit / publish the Action Plan, on behalf of your leaders.

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Steps:

  1. Go to the Leader Details page of the engagement you wish to edit

  2. Scroll down to the Action Plan section, and click "Draft" (If Action Plan data exists, you will instead click "View Details" -> "Draft next action plan")

  3. Add / edit / publish as necessary

 

To see how to manage the Coworker list on behalf of your leader, click here.

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