How to Use Commitments

IN THIS ARTICLE:

  • About Commitments
  • How to Add a Commitment
  • How to Edit a Commitment
  • How to Track a Commitment's Progress
  • How to Mark a Commitment Complete
  • Watch a Video About Commitments

About Commitments

Under the Commitments tab you will see how many plans you are contributing to. Next to each plan you can see the status, who is collaborating, and your role. To access your plans click the ‘View Plan’ button. (If you only have access to one commitment plan, you will not see this page. Instead you will go directly into your Commitment Plan.)

The first three steps of commitment planning are:
1.    Review your results
2.    Meet with your team
3.    Finalize commitments

Each critical task has a ‘Need Help?’ button to give you tips on how to complete each task. Once a task is complete be sure you mark it off to keep you progress up to date. 

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How to Add a Commitment

There are two options for adding commitments. You can either add one from our Idea Library or create a custom commitment.

Add Commitments from Idea Library

When you are reviewing your Overview report or Team report you see ‘Get Ideas’. When you click this button it will take you directly to ideas for that particular survey item in our Idea Library.

One type of idea is commitments.

You can add these commitment ideas directly to your commitment plan simply by clicking the commitment, and then clicking add to commitment plans. ( Note: If you have access to multiple commitment plans you will need to select which plan you want to add it to.)

Add Custom Commitments

The second option is to add custom commitments. You do this by clicking the blue “Add a Commitment” button on your Commitment Plan. You can then enter your commitment, when it’s due, and select if you are the owner or not. If you aren’t the owner, you can click ‘no’ and select a different person as the owner.

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How to Edit a Commitment

When you hover over a commitment you see buttons appear to the left of the commitment. You can use these buttons to move, edit, and delete commitments.

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How to Track a Commitment's Progress

Once you have your commitments in your plan, you can keep track of their progress by adding comments to the commitment. 

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How to Mark a Commitment Complete

Once you have completed a commitment, you can mark it complete. This will help leadership see the progress that is being made on commitment plans.

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Watch a video about Commitments!


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