Regularly providing progress updates on your plan items is critical to making sure your plans stay ‘On Track’ and reach their goals. There are two ways to provide progress updates in AchieveIt.
How to Update Your Progress from the Item Timeline
Select the Plan Item that you are trying to update in either your My Dashboard view, or by locating the item on any of the Plan Views (such Tree View or List View). Click the plan item's name or the icon in the 'Updates' column from My Dashboard to pull up the item's details.
2. Once the plan item details menu appears, look to the Item Timeline on the left side of the menu. Look for the outstanding update request highlighted in blue (or orange, if late).
Select the appropriate status from the drop-down menu, provide a current numeric value if requested, and then provide commentary to explain the current status of the item. Then click the 'Submit' button in the bottom right-hand corner.
How to Update Your Progress from an Email Notification
From the AchieveIt notification email, click the 'Click to Update All' button.
Select the appropriate status from the drop-down menu, provide a current numeric value if requested, and then provide commentary to explain the current status of the item. If you are an Assigned User of multiple items with outstanding progress updates, you will be able to make all of your updates on this page.
