Reviewing & Iterating Improvement Plans

Reviewing Improvement Plans Up Next: Plan Templates

Improvement plans update in real time, so you can always see the current status of every activity.
Click any completed assignment within your plan to view its details by default.
Assignments that clients explicitly share with you display a icon.
The Mark As Reviewed button appears when your client completes all assigned activities or when one week has passed since the plan was assigned.
Clicking Mark As Reviewed hides all completed activities (recurring tasks remain visible).
To revisit past activities, click the << icon next to a strategy’s title.
Click the three‑dot menu next to a focus area or strategy title and select Complete.
Completed focus areas and strategies are hidden, but you can reveal them by tapping the << icon.