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 Yourself As A Collaborator On Another Team Members Action Plan
Description: This article guides a Team Member through the process of tagging themselves as a Collaborator on another Team Members Action Plan
- Navigate to the "Active Action Plans" tab
- Find the Action Plan you would like to Collaborate on and select the "View" option for that Action Plan
- Locate the "Collaborators" field and then type your name into that field
- Select the "Save" button to save yourself as a Collaborator on the Action Plan
- Navigate to your "My Active Action Plans" tab and that Action Plan you tagged yourself in will appear under the "My Collaboration" section of the grid