How to add the Action Plan Progress Block?
The Action Plan Progress Block helps you summarize progress of mutual action plans effortlessly. It syncs automatically, allowing you to provide a quick status overview without manual updates. You can include the block on any page and change the block title, as needed. No further editing needs to be done, as this block automatically synchronizes with your mutual action plan.
The block supports two views:
Action Plan progress: Shows multiple plans in a consolidated view.
Milestone Progress: Focuses on progress within a single plan.
Here’s how to setup the block:
You have an "Action Plan Block" with different tasks
Add the "Action Plan Milestones Block" in the sidebar
Choose "Action Plan Progress" or "Milestone Progress" in the Sidebar.
You can see the progress of the "Action Plan Block here" (with corresponding due dates)
Here's a short visual summary of the main editing functionalities:
In case you have more than one "Mutual Action Plan Block", you can link the relevant action plan block in the sidebar left:
Use the editor sidebar to change between the action plan and the milestone progress aggregation:
Use Cases
The most common use case is to include the Milestone Progress Block on the first page of your space for buyers. This allows buyers to quickly get an overview on the status of their action plan.
Additionally, many users place a progress bar at the top of their Action Plan page. This provides a concise visual representation of MAP progress, offering an immediate overview on top of the detailed Action Plan.
