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Business Action Plan gives an overall overview of the goals you’ve set for your business and the actions you will take to achieve them. It is the collective efforts of users. The purpose of a Business Action Plan is to set the goal, create a timeline of what specific tasks need to be completed and determine what resources are required to reach that businesses goal.

4.2.1 View Plan Button

View Plan Button
What View plan is to display the details of goal group, goals, activity and other details that are inputted by the user in this page.
  1. Click on view plan button, this displays a pop up.
  2. Review your plan
  3. Close the pop up. Export Button

Export Button
  1. To download your plan, that you have made.
  1. It will display the plan values in excel format to use for offline purposes.

4.2.2 Activity Completion Status

Activity Completion Status
  1. represents for Goals that are complete. represents that Goals that are incomplete.
  2. represents for the Activity Details is complete. represents that the Activity details is incomplete.

4.2.3 Goal Grouping

Goal Grouping
  1. Go to goal grouping.
  2. Click the dropdown icon.
  3. Select the goal grouping.

4.2.4 Create Your Own

Create Your Own
Why If user do not get any goal grouping, then user can define its own goal grouping.
  1. User can create your own for goal grouping, goal and activity.
  2. Click on create your own.
  3. Enter Two – word goal grouping.
  4. Enter full goal grouping
  5. Do similar for goal.
  6. For activity, you should select from the tactic type from the drop down, enter tactic title in short and enter full title.
  7. Then click on create button.

4.2.5 Goal

  1. Go to Goal
  2. Click the dropdown icon.
  3. Select the goal.

4.2.6 Activity

What An activity is a task that you need to complete for your goal.
  1. Go to activity.
  2. Click the dropdown icon.
  3. Select the activity. Tactic Title

Tactic Title
  1. After selecting the Tactic Type, user have to put short word Tactic Title (up to 30 characters).
  2. Also have to write Full Title.
  3. After fill up all the input fields and dropdown, user click on Create button to create the Activity as well as the Tactic Type.

4.2.7 Activity Type

Tactic Type
What Activity type is a category that allow you to organize your goal.
  1. It is decided when User Select the Activity of Goal.
  2. If Activity is selected from the dropdown, then tactic type automatically updated.
  3. If Activity is created by own, then tactic type selected from the dropdown at time of creating the Activity.

4.2.8 Activity Description

Activity Description
Why Main purpose is to get details for the selected activity.
  1. Go to activity description.
  2. Click on text box.
  3. Enter your description.

4.2.9 Completion Status

Completion Status
What Completion status defines the completion status of the activity.
  1. Go to Completion Status.
  2. Click on the dropdown icon
  3. Select any from the options. i.e., not started, in-progress and completed.

4.2.10 Planned Achievement Date

Planned Achievement Date
Why It defines when the goal achieved according to the plan.
  1. Go to Planned Achievement date.
  2. Click on the input field.
  3. A calendar should display.
  4. Select a date.

4.2.11 Notes


To write plans help user to focus on goals.

  • Go to notes.
  • Click on text field.
  • Write notes.
  • Client can define their own fields.
  • These fields will not populating in frontend until defined by the admin.
  • Give the titles of the field.
  • Give the data type of the field.

4.2.12 Save Button

Save Button

User can save the details of Manage Goal Grouping, Goal & Activity, by clicking the Save Button.

4.2.13 Delete Button

Delete Button
  1. User can delete the Activity by clicking on the Delete Button.
  2. After clicking the Delete button, a pop up shown that do you want to delete the activity? It has two buttons like Yes and No.
  3. On clicking Yes, Activity is deleted and clicking on No, there is no change occur.

4.2.14 Add Button

Add Button
  • If the User wants to create a new Activity, then click on Add Button.
  • After clicking on Add Button, a new blank Manage Goal Grouping, Goal & Activity details opens.
  • 4.2.15 Left Navigation

    Search Bar
    Why To filter the goal according to your need and view the activity details what you want.
  • Go to search bar.
  • Click on the text box.
  • Enter activity name.
  • It will filter according to the activity.
  • Go to activity.
  • Click on any activity you want to display.
  • It will display the details of that activity.
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