How do I make Progress Updates on Items within my Plan?


Regularly providing progress updates on your plan items is critical to making sure your plans stay ‘On Track’ and reach their goals. 


How to Update Your Progress from a Plan Item


1. Select the Plan Item that you are trying to update in either the Tree View or the List View.

2. To update the status, you can either click the blue 'Update Status' button...

... or select 'Provide Update' to fulfill an open Progress Update Window.

3.  Select the date that the update became effective. Update your status and metric, and add a comment to provide context for your update. 

4. Click 'Update Status' to submit your update.


How to Update Your Progress from Email

1. From the AchieveIt notification email, select the 'Click to Update All' button.


2. Update the date, status and metric (if applicable) for your item, then provide a comment for context. If you are a member of multiple plans (and owe updates for multiple plans), you will be able to make all of your updates on this page.