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Use flags to organise and filter Action Plans

In this article, we explain what flags are used for and how to apply them.

Donna Parker avatar
Written by Donna Parker
Updated over 3 weeks ago

The flag on the Action screen is an additional marker you can use to help manage and organise items in the Action Plan. Common uses include:

  • Marking a record so it's easier to find later

  • Highlighting several actions as part of a larger investigation

  • Indicating that an action needs review

View flagged Actions

Quickly access all your flagged actions by using the filter option to display only those items you've marked with a flag.

Step one: Flag the actions

First, flag the actions.

  1. From the left menu, click Action Plan, then Action Plan Dashboard,

  2. Click Table View.

  3. Click the flag iconnext to the action to highlight the flag.

Step two: Filter to see the flagged actions

Use the filter to see only flagged actions

  1. Click on the Show Filter button on the top-right of the Action Plan screen.

  2. In the bottom row of filters, click the Flagged drop-down box.

  3. Select Flagged.

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