Create an action

Steps

1. Navigate to Actions in the left side bar and press the "Create new action"-button at the top right corner. 
2. Fill in the different action properties. See more details about each in Action properties
3. Once done filling in the properties press "Create"

Action properties

Below are all the action properties explained. 

Name & Description

Add a name of the action followed by a more detailed description. 

Driver connection 

Is the aim is to take action on something connected to one of the drivers in Eletive? Then you can connect the objective to that specific driver to follow progress. This parameter is optional to use.

Public or Private action

You can choose to make your action public or private. Depending from what scope the action is created the meaning of Public or Public varies. 

• Organization - not available as there is no higher entity.
• Segment - if you want the parent segments and the organization to see it, choose public. Otherwise, choose private for it to only be visible to users with segment access.
• Employee  - If you create an action on an employee level and you want it to be visible in segments you are a part of (and your managers), choose public. Otherwise, choose private and only you will see it.

Checklist

Add at least one item to perform to finish the action.

Deadline

If there is a deadline for the action, add it if you want to.

Responsible

If the action should have a dedicated responsible user (in addition to the one creating it), you can assign one or several users as responsible. A typical use case is when a manager creates an action and delegates it by assigning one or more employees as responsible. Those assigned users will be able to update the progress, but they will not be able to edit the action itself.