Co-Author Suggested Action Plans to Accelerate the Path to Great Execution

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
  • 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:

  • 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.

 

 

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