1. Accessing the Action Plan
To get started with action planning:
Navigate to any Customer or Vendor Detail Page within DIVACS.
Locate and click the Action Plan button (often featuring a stack icon) in the header section.
This will open your Action Plan dashboard, which is your central workspace for all related tasks.
2. Understanding the Dashboard
The Action Plan dashboard provides an immediate snapshot of your task landscape.
At the top, you will see interactive cards that summarize your team's current status:
New Tasks: Items that have just been created and are awaiting action.
Tasks In Progress: Work that is currently underway.
Tasks Completed: Tasks that have been successfully finished.
You can click on any of these cards to instantly filter the main list of action items by that status.
Below the summary cards, there are three key tabs to help you focus your view:
My Action Items: All tasks that are specifically assigned to you.
Value Driver Action Items: Tasks that are linked to improving your key business metrics or value drivers.
Customer/Vendor Action Items: Tasks directly related to the customer or vendor page you are currently viewing.
3. Managing Action Items
The main part of the screen features the Action Items Table, which lists all tasks with critical details:
Task Name and Description
Assigned User/Owner (with profile pictures for quick recognition)
Status (New, In Progress, Completed)
Assigned Date and End Date (for clear timelines)
Step Number (to show sequence in complex workflows)
You can easily manage the list using the built-in tools:
Use the search bar to find specific items.
Sort the list alphabetically or by date.
Use the dropdown menu to filter by status.
4. Key Actions and Features
Creating New Action Items
Click the "Add New Action Item" or "New Action Items" button.
A form or drawer will appear where you can enter:
A clear Name and Description.
The Assignee (the team member responsible).
Assigned Date and End Date (due date).
The initial Status.
Links to specific value drivers or metrics (if applicable).
Click "Add New" or "Save" to instantly create the task.
Linking Company Action Plans (Reusable Workflows)
Leverage your organization's standardized processes:
Click the "Link Company Action" button.
A panel will open, showing your company-wide action plan library, often organized into: All, Connected (already linked to this customer), and Not Connected plans.
Select the desired pre-built plan(s) and you can customize details like the assignee and dates for the specific customer before linking.
Click "Link Selected" to apply the standardized workflow instantly.
Sub-Tasks and Hierarchical Breakdown
For complex tasks, you can break them down:
Click the chevron or dropdown arrow next to any main action item to expand its details.
Click "Add Sub Action Item" to create smaller, manageable steps that contribute to the main task.
Progress can be tracked at both the main task and sub-task level.
Collaboration and Communication
Collaboration is built into the feature:
Click on any action item to open the detailed view.
Navigate to the Comments tab (or section) to discuss the task, share updates, ask questions, and provide feedback in real-time.
Comments are timestamped and attributed to the user.
Editing and Status Updates
Click the edit icon next to any action item to update its name, description, assigned user, or dates.
Change the Status (from New to In Progress, and then to Completed) as work advances to provide clear progress visibility.
Use the trash icon to delete items that are no longer needed.
Conclusion
The Action Plan feature ensures every task is accountable, visible, and aligned with your business goals, helping you drive measurable improvements from your DIVACS insights. Start using it today to enhance team productivity and improve customer outcomes.