This article explains how you can add actions and Transition elements to your watchlist.
Content
Structure of the watchlist
The watchlist is a programme management feature that allows you to structure and manage your Transition elements, actions and indicators through assigning responsibilities, setting deadlines for when to follow-up on them as well as leaving comments, for example on their current status.
Adding actions
To add an action to your watchlist, click on Actions in the navigation bar to switch to the action editor. Next, click on the action you want to add to your watchlist from the list of actions.
After clicking on the action, click on the Watchlist tab in the slide-out.
By setting a date in the Date field, the action will be added to your watchlist. The date you enter here is the date when to follow-up on this particular action.
In this view, you also have the option of assigning a responsible person for the action as well as leaving a comment.
Once added, those information will also show up in your watchlist.
When the action is added, the responsible person can also be changed directly in the watchlist feature by clicking on the dropdown arrow next to the Responsible field.
Please note, that currently it's only possible to assign responsibilities among the people that have access to your ClimateBoard.
Adding Transition elements
Click on Pathways in the navigation bar. This brings you to the Transition element workspace. Click your way through the tree menu to get to the Transition element you want to add to your watchlist. The tree menu corresponds to your Transition hierarchy.
Once you're inside the Transition element editor for the Transition element you want to add to your watchlist, click on the Watchlist tab.
By setting a date in the Date field, the Transition element will be added to your watchlist. The date your enter here is the date when to follow-up on this particular Transition element.
In this view, you also have the option of assigning a responsible person for the Transition element as well as leaving a comment.
Once added, those information will also show up in your watchlist.
When the Transition element is added, the responsible person can also be changed directly in the watchlist feature by clicking on the dropdown arrow next to the 'Responsible' field.
Please note, that currently it's only possible to assign responsibilities among the people that have access to your your ClimateBoard.