How do I assign an Action Step?

Learn how to assign a new Action Step.

Please note: this article is primarily for users with a Coach role and above.

On the Touchpoint Dashboard, search for a user by typing a name into the Filter table by text box. Click on Action Steps button on the right side.

The user's active Action Steps will pop into view. To add a new Action Step, click the green + plus sign button.

In the accompanying pop-up, select a preset Action Step (if available to your school) or type into the text box below. If applicable, tag related meta-data tags to the Action Step. Lastly, click Create to save and share the Action Step.

       

Do you need more information?
Click the Support and Feedback button or email us at [e-mail]