Who Is This For: Team Members Contributing To Action Planning
Where Will This Solution Be Located: https://stp.keeleycompanies.com
When Does This Solution Apply: When Attempting To Tag Another Team Member As A Collaborator On One of Your Action Plans
Description: This article guides a Team Member through the process of tagging Collaborators on their existing Action Plans
- Navigate to the "My Action Action Plans" tab
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Select the "Edit" button next to the Action Plan you want to tag Collaborators on
Locate the "Collaborators" field and place your cursor in the field next to the label
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Start to type the name of the Team Member you would like to add as a Collaborator to your Action Plan and then select the correct Team Member (Please note: tagging a Team Member as a Collaborator does not make them responsible for the Action Plan, it is a way to keep anyone who you'll need to work with or has prompted you Action Plan in the know)
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Once you have added all Team Members you would like to Collaborate with, select the "Save" button to save your changes
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When Team Members log into the Action Planning Application as themselves they will see the Action Plans that they are tagged in under the "My Active Action Plans" tab.