Create & Edit People Action Plans *CRM ONLY*

Action plans are like settings for tasks; they enable you to create your to-do list once and then apply it to any transaction or person in your database.

*If you are a BRIVITY Platform customer, you should be using Auto Plans.


To Create an Action Plan (from scratch)

Open the Settings Dropdown and click Settings.




Select Action Plans from the tabs in the Context bar to load your Property, People, and Advertising Action Plans, then click the Create (type of) Action Plan button for the plan you want to create.


A modal will appear where you should enter the name of the Action Plan you're creating (you can edit this later). Click Save to create the Action Plan and close the modal. The plan you created will appear in the Category you added it in.


The newly created Action Plan will now appear in the Action Plan category you created it in (in this case, Property Action Plan). Click the dropdown arrow next to the name of the plan and select the plus sign next to Add An Action to open a modal to begin adding actions to your plan.


First, start off by explaining the 'Task Details'. You can Add Instructions if need be. Next, you can assign the task under the 'Who Task is Assigned to' entry. Enter in at least 3 characters to search for the member you're looking for. You can then set if this task if visible to viewers or hidden in the 'Visibility' drop down. The last mandatory box to be filled in 'Days until Due', which will be recorded on your Calendar.


*If a task is contingent or recurring, we can save you time setting up alerts and marking your calendars over and over! Where you see 'Select Specific Date' & 'Stop Recurrence', those are fields for 'Make Contingent' & 'Make Recurring' drop downs. Fill out those forms and you'll be set! Another great addition to Brivity that saves you time.*

To Edit an Action Plan (Or create an Action Plan by duplicating an existing Plan)
If you just want to edit a single Action, click the dropdown arrow next to the Action Plan it's in, and then click the Edit Icon (the pencil) on the far right of the action you want to edit.


This will bring up a modal with the details of the action. Click Save & Close when you are finished

To delete a single action, click the Delete icon next to the Edit icon. This is not un-doable, so you'll need to confirm that you really want to get rid of it.

To edit the name of the action, hover over the Plan you want to modify and click the Rename button that appears near the middle to open a modal where you can change the name.


To Duplicate an Action Plan, choose an action plan that has actions most similar to the plan you want to create, then click the Copy icon (it looks like two pages), which is located on the far right.


A modal will appear asking for a new name for your Action Plan. After you've clicked Save, a second plan will be created with all of the same tasks, with the same due dates, assigned to the same people. Then you just need to edit the individual actions to meet your needs!

You can Archive an Action plan by clicking the Archive icon (it looks like a trash can), which is located to the far right. Your plan will then be removed.