Co-Author generated Action plans are now here to help you collapse the time from alignment to execution for teams! You can now go to any key result and with a few clicks, create a plan with detailed actions to achieve the result.
Go to any Key Result page
Click on Create action plan
In the Co-Author modal
Click on Suggest action plan
Or provide additional context and then ask for an action plan
.Once you see a set of suggestions you are happy with, click on Use this or Refine the suggestions further
Once you have a set of suggestions from Co-Author, you can:
Adjust and tune the suggestions
Name of actions
Assignee
Start and due dates
Add another item
Remove an item from the plan
Select an existing workstream or create a new one 3.
Modify relationship type to key result if needed
Publish to add actions in one go; your actions will all be created and added to the linked workstreams so you can get a jump start!
Co-Author is standard in the WorkBoard Intelligent Enterprise platform upgrade. Please contact your WorkBoard Customer Success Manager for more information.