Mark an action complete
Mark an action complete once your team has dealt with it, so it no longer shows as outstanding.
Marking an action complete keeps your Action Plan focused on what is still outstanding.
Open Action Plan
Select Action Plan from the workspace navigation.
Find the action
Locate the action you have finished working on.
Mark it complete
Select Mark complete.
What happens next
A completed action is removed from your outstanding list.
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Related articles
- What the Action Plan is
The Action Plan turns surfaced competitor changes into a list of suggested actions for your team.
- How actions are prioritised
Actions in the Action Plan are ordered by the Agent's judgement of what matters most right now.
- Reading your dashboard
Your dashboard lists the competitors you track, shows recent changes, and flags each source's status at a glance.
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