Initiate – Click Template Button

Actionplanr Menu Bar

Step 1 – Select a template for review

Actionplanr is designed to make your life easier by simplifying your goals or projects. That is why you want to search for action plan templates so that you are not starting from scratch. Now remember, actionplanr is categorized into four quadrants:  Personal, Family, Business, Community.  There are a few ways to search for a template that fits your needs.

1. The search bar on the upper left corner of the screen.

2. You can filter your search by clicking on one of the four categories to the right of the search bar.

3. Place your mouse on the title of the template underneath one of the four categories and click on it.

After you click on the template you want, you will then be taken to another screen where you will then review the template in more detail.

Step 2 – Review and Choose Template

On this screen you can review your action plan template in more detail to see if it is a good fit for you needs. If it is an elaborate action plan with two rows of phases and action steps, you can place your mouse on the middle of the screen where the three small black horizontal lines are.  By clicking on the lines and dragging them up or down, this will allow you to see more or less details.

If it is a shorter action plan the short black horizontal lines will be hidden because they won’t be needed.

For further details you can expand the goal box by clicking on the icon on the upper right side of the screen.  Click it again and the goal box will collapse/minimize.

In addition, by clicking on the view link in the Notes field you will see more detailed notes.

If you are satisfied with the template, click on the choose button on the lower right side of the screen. This will create a new action plan from the template, which you will be able customize. Let me repeat this. This is very important. This will create a new action plan from the template, which you will be able customize.

If however, you are not satisfied with the template, you can take three actions:

1. Search for another template on the left side of the screen.

2. You can search for another template in the search bar on the upper left side of the screen and filter if needed.

3. Click on the cancel button on the lower right side of the screen.

End Results – New Action Plan based on Chosen Template

Step 4 – Custom Action Plan

Now customize the Goal, the Phases and Action Steps. Below is an example.

We updated the Goal Title, Start Date, Due Date, Measure Success By, and Checked of Action Steps.