An Action Point (AP) is a task element that we assign to a colleague within the organization so that we can specifically track its progress.
Sometimes, these APs are assigned to colleagues within the organization who are not involved in the task being executed.
For example, when the item to be performed is a maintenance, repair, or logistics issue: "Repair the air conditioning in store XX".
APs can also be assigned to collaborators directly without being created from a specific task.
This means that a manager can use this module to manage their own personal "To-Do list" as well as APs assigned by other managers.
What elements compose an Action Point?
It's very simple, there are 3 elements:
- Title: the text of the point, corresponding to the item to be completed.
- Collaborator: the name of the person to whom the AP is assigned.
- Due Date: an expiration date, an expected deadline for completing the AP.
How to create an Action Point?
From the Progress tracking view of any task, whether from the web or from the mobile application, on any element of a form section, using the 3-dot menu located in the top right corner of said form element.
As you can see, once created, the Action Point appears with the basic elements, to which is added, when possible, the name of the establishment related to the AP.
- If the deadline has passed, it appears in red.
- If the AP has been completed, the text of the AP appears crossed out, and the dot is fully green.
Who can create Actions Points in Tasks?
Users that can create actions points in tasks are the creator of the task or other coworkers included in the target of the task as editors:
Where can I view and complete my Actions points?
Any user, either coworker or manager role, can view and complete its Actions Points from the My Action Point tab under Action Points either on Beam's webapp or Beam's mobile application.
Check here to learn how to track assigned Action Points.