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About actions and action plans
What are actions and action plans?
An action is a specific, clearly defined task with a precise objective to be achieved. An action plan, on the other hand, is a detailed roadmap that brings together all the actions to be taken to achieve a more global objective. It structures efforts, allocates responsibilities and sets deadlines to ensure success.
Adopting a rigorous approach to the management of action plans is essential to maximise efficiency and coordination within your projects. Find out in this article how an action plan can become a key tool for a key tool for the continuous improvement and success of your initiatives.
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Actions are at the heart of Perfony. Their creation, sharing and management are the very wealth of collaborative work.
The key elements of an action in Perfony
In Perfony, an action is much more thana simple task. Each action is structured around several key elements to ensure efficient management and optimal tracking. Here are the essential components ofan action in Perfony :
- Clear description: Each action must be described precisely to avoid any ambiguity. This includes the objective to be achieved and the context of the action.
- Assignedmanager: An action in Perfony is always assigned to a manager, This ensures that someone is in charge of executing and monitoring the action.
- Defineddeadline: To ensure that deadlines are met , each action has a deadline , which makes it possible to prioritise tasks and ensure that they are completed on time.
- Progresstracking: Perfony lets you track the progress of each action using progress indicators. This facilitates communication and transparency within teams.
- Resources and attachments: For optimum execution, you can attach resources or documents directly to the action, centralising all the information you need to carry it out.
- Link to projects or meetings: Actions are often linked to projects or meetings in Perfony, so you can keep an overview and see how each action fits in with wider initiatives.
Create an action in a folder
Create an action in a meeting
Create an action in an action plan