View Activities Scheduled From an Action Plan

You can view a list of activities scheduled from a specific Action Plan in the Activities tab in the following pane.

1. Click on the entry to make it the current entry.
   

    

   

   
   
2. In the following pane; select the Activities tab.
   

    

   

   
   
3. In the top-right corner of the following pane; click the filter icon.
   

    

   

   The Filter Options dialog box opens.

   
   
4. Under Options; select Show activities of a specific action plan.

    

   

    

   A list of all Action Plans scheduled with the entry is displayed in the drop-down list.

   
   
5. Select the name of the Action Plan.
6. To display all activities in the Action Plan; set the following filter options:
   • From the User drop-down list; select All Users.
   • Select Show appointments.
   • Select Show completed activities.

    

   

   
   
7. Click OK to apply the filter options.