Squivr Action Plan allows users to easily see the next steps in their plan of success. They are easy to update via our templates all while yielding a valuable and rich data output. This data can then be reported on for an complete and pleasant experience.
Adding the Action Plan Component to a Record Page
To enable Action Plan functionality on any Standard or Custom Salesforce Object, follow these steps:
Navigate to any Lightning Record Page for the desired object.
Click the gear icon in the top right, then select Edit Page.
In the Components sidebar, scroll to find the ActionPlan component.
Drag the ActionPlan component onto your desired location on the page.
Click Save to apply your changes.
Once added, the component will display any applicable Action Plans associated with that record.
Action Plan Iconography & Features Overview
Squivr Action Plan includes a range of visual indicators and interactive features designed to enhance usability and insight. Here's what each icon and feature represents:
4. Expanding and Collapsing Objectives
5. Adding Objectives and Milestones
6. Editing Objectives and Milestones
Action Plan Features
1. Conditional Formatting
Color-coded status indicators help users quickly assess milestone progress:
Green: Milestone completed
Red: Milestone more than 5 days overdue
Orange: Due within 5 days
Yellow: Due within 7 days
Note: The most urgent status color (e.g., red) will be shown at the objective header level if any milestone beneath it qualifies.
2. Percentage Bars
The top bar displays the overall average completion rate across all objectives.
Each individual bar represents the percent complete for a specific objective.
3. User-Added Milestones
Users can manually create milestones to tailor plans as needed. Milestones added manually are clearly marked to distinguish them from template-based items.
4. Expand/Collapse Objectives
Use the arrow icon next to each objective to expand or collapse it individually.
Use the "Expand All / Collapse All" button in the top right to manage all objectives at once.
5. Adding Objectives and Milestones
Click "Add Objective" in the top-right to create a new objective.
Within any objective, click the plus (+) icon to add a milestone under that section.
6. Editing Objectives and Milestones
To update an existing objective or milestone:
Click the pencil icon on the right side of the item to open the edit panel and make your changes.
7. Adding a Plan Manually
Use the "Add Plan" button in the top right to create a new plan.
Choose from a prebuilt template or start from scratch.
If multiple plans exist on the same record, use the dropdown menu in the top-left corner to switch between them.
Note: This dropdown only appears if more than one plan is associated with the record.
8. User and Contact Images
If the assigned user or contact has a profile picture, it will be displayed next to the milestone.
If a color tag is assigned to a contact, it will appear as a border around their profile image for easy identification.
9. Search Objectives
Use the search bar in the top-right corner to quickly locate objectives by name.
The percent complete value updates based on the filtered search results, reflecting only the matched items.
10. Deleting Action Plans
-
Delete at the Object Level
Milestone templates can be removed directly from an Object record -
Manage Plan Summaries
Add the Plan Summaries related list to the Objects page layout. Once it’s added, you’ll be able to view all associated plans in one place. From there, you can easily edit or delete individual plans as needed