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.