Partners should not be doing these steps until they have established SMART Goals (Student Outcome Goals, Implementation Goals, etc) and the task they are going to take to achieve them.

Step 1: Locate the tabs that are located on the bottom of your homebase.

Step 2: Select Action Tracking

Step 3: Place the task that are associated with the goals in the Action Description column - only place one action per row

Step 4: With each Action Description designate a person in the Who's responsible? column to own the action

Step 5: Place an end date in the Deadline column, todays date in Date Entered, and the estimated time to complete the action in Expected Duration (hours)

Step 6: Repeat Steps 3-5 until all actions are done