Underlying actions

Sometimes you just want to add a little more detail to an action. What are the intermediate steps of an action? This is the case, for example, with programs and projects.

• Action: Program X
• Intermediate steps:
  • Project A
  • Project B
  • Project C

In such a case you can add underlying actions to an action.

Add underlying actions

• Open an action by clicking on it.
• Click under the heading Related actions on Add new action. Or click Add existing action to select an existing action as an underlying action.

• New action: type the title of the underlying action and click Save.
• Existing action: select the action you want to add as an underlying action and click Save.
• The underlying action is added. Click it to edit the action.

If there are already underlying actions, use the buttons that appear when you hover over the action:

• Click the plus button to create a new underlying action.
• Click the link button to add an existing action.

Adding underlying actions to another OGSM

You can assign underlying actions to other OGSMs. The underlying action is then visible as an action in that OGSM. Below you see an example where the action is in the OGSM of the management team and the underlying actions are in the OGSM of a department.

• Open the underlying action.
• Link the action to the right OGSM. Read more…

Make underlying actions visible in the OGSM and the action plan

By default, underlying actions are not visible in the OGSM or the ‘Actions’ page. You can make them visible via the view settings.

• In the toolbar, click Components.
• Tick the box at Show underlying items.

The underlying actions are now visible in the OGSM or action plan.

Adding an existing action as an underlying action

You can add an action as a underlying action to another action.

• Open the action you want to make a underlying action of.
• Click on the link ‘Add link’ under the heading ‘Visibility in OGSMs’.
• Select the type ‘Underlying action’.
• Select the action under which you want to place the underlying action and click ‘Save’.