View and Complete Action Items

View Action Items

Action Items can be viewed by anyone who has access to the respective user's check-in (manager, co-coaches, the user being coached, and any user with the "Coaching: All Access" permission) or group check-in (manager, co-coaches, all group check-in participants, and any user with the "Coaching: All Access" permission)

Open action items can be viewed:

• within the check-in or group check-in where the action item was created.
• within any check-in, under the "Coaching History" tab.
• a User's Dashboard > Coaching tab under the "Coaching Analytics" section or at the top of the coaching dashboard depending on the size screen where you are viewing Ambition.

Completed action items can be found within the check-in where the action item was created.

If an action item is created within a coaching program check-in, completed action items will also be visible in the next session of the program through the "View Action Items from Previous Program Check-in" option.

If viewing open action items on the dashboard's coaching tab, clicking the ellipses icon, , and "Details" will display and link to to the respective check-in where the action item was created

Complete Action Items

Action items can be marked completed by anyone who has access to the respective user's check-in (manager, co-coaches, the user being coached, and any user with the "Coaching: All Access" permission). Action items within group check-ins can be marked completed by the manager, co-coaches, the user who the action item is assigned to, and any user with the "Coaching: All Access" permission.

1. Access the action item that needs to be completed.

2. Click on the checkmark in line with the respective action item to complete.

Action items can be marked complete and then updated to open as needed by clicking on the checkmark again.