Co-Author generated Action plans are now here to help you collapse the time from alignment to execution for teams! You can now go to any key result and with a few clicks, create a plan with detailed actions to achieve the result.
- Go to any Key Result page
- Click on Create action plan
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In the Co-Author modal
- Click on Suggest action plan
- Or provide additional context and then ask for an action plan
- .Once you see a set of suggestions you are happy with, click on Use this or Refine the suggestions further
Once you have a set of suggestions from Co-Author, you can:
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Adjust and tune the suggestions
- Name of actions
- Assignee
- Start and due dates
- Add another item
- Remove an item from the plan
- Select an existing workstream or create a new one 3.
- Modify relationship type to key result if needed
- Publish to add actions in one go; your actions will all be created and added to the linked workstreams so you can get a jump start!
Co-Author is standard in the WorkBoard Intelligent Enterprise platform upgrade. Please contact your WorkBoard Customer Success Manager for more information.