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:
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Navigate to any Lightning Record Page for the desired object.
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Click the gear icon in the top right, then select Edit Page.
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In the Components sidebar, scroll to find the ActionPlan component.
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Drag the ActionPlan component onto your desired location on the page.
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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:
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Green: Milestone completed
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Red: Milestone more than 5 days overdue
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Orange: Due within 5 days
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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
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The top bar displays the overall average completion rate across all objectives.
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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
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Use the arrow icon next to each objective to expand or collapse it individually.
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Use the "Expand All / Collapse All" button in the top right to manage all objectives at once.
5. Adding Objectives and Milestones
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Click "Add Objective" in the top-right to create a new objective.
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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:
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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
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Use the "Add Plan" button in the top right to create a new plan.
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Choose from a prebuilt template or start from scratch.
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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
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If the assigned user or contact has a profile picture, it will be displayed next to the milestone.
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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
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Use the search bar in the top-right corner to quickly locate objectives by name.
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The percent complete value updates based on the filtered search results, reflecting only the matched items.
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