Implement a Mutual Action Plan with Next Steps

Do this step by step on the Windows Desktop app

• Add Next Steps to your Shared Space
• Manage Next Steps notifications
• Monitor participant interactions on the activity timeline
• Delete Next Steps from your Shared Space

Add Next Steps to your Shared Space

1. Create a Mutual Action Plan by adding Next Steps to your Shared Space. Click Add, then select Add Next Steps.
   
2. If this deal cycle resembles the Next Steps of a Shared Space you’re an internal participant in, you can create Next Steps quickly by choosing to Copy from another Shared Space.
   • Click the Source field to select a Shared Space with the Next Steps to copy. You'll see a preview of the Mutual Action Plan from the selected Shared Space. Scroll through the plan to review it and click Add Next Steps to copy it.
     The milestones and actions are copied to the current Shared Space. The due dates and assignees have been removed and can be set to fit your new plan.
   • Alternatively, you can create a new Mutual Action Plan for this Shared Space by starting with a blank template. Choose Blank and click Add Next Steps.
3. Click the plus sign or text field to add a customer-focused milestone. Hit enter to create the milestone and begin another.
4. To add action items needed to complete the milestone, click the caret next to the milestone. Type an action in the text field. Hit enter to create the action and begin another.
5. Add an optional due date to the action. Click Add a due date and select from the calendar.
6. Optionally, select participants to assign to this action by clicking on the avatar. Any Shared Space participant can be added as an assignee.
   To add an assignee who is not yet a participant in the Shared Space, you must first invite them to the Shared Space. Even if the invited participant hasn’t accepted the invitation, they can still be assigned to action items.
7. Reorder milestones and actions at any time using drag and drop. To delete a milestone or action, click the three dot menu and select Delete.
   The Next Steps are saved automatically. Click X in the upper right corner to close.

   Note: Any participant can edit, delete, or reorder milestones and actions as well as add or remove due dates and assignees. Only internal participants can add or remove the Mutual Action Plan in its entirety from the Shared Space.

8. View the Mutual Action Plan by selecting the Next Steps icon in the navigation bar.
9. Once an action is accomplished, open Next Steps and check the button next to the action item.
   When all of a milestone's actions are checked off, the milestone is marked as Completed. You can track the progress of milestones using the displayed count of completed actions. The status of action items and milestones will also be updated when actions are almost due or overdue.

Manage Next Step notifications

1. Manage your email notifications about action items and Next Steps Reminder. Select My Preferences from the three dot menu in the top right corner of the Shared Space.
   Three options are available:
   • Next Steps: My action items: Receive email notifications about Next Step actions assigned to you.
   • Next Steps: Completed actions: Receive email notifications when each action item is completed.
   • Next Steps: Reminder: Every time you access the Shared Space, a reminder pop-up will show you an action completion summary and remind you of the Next Steps.

   By default, all options are enabled.

2. If your administrator has enabled it, you can receive notifications about Next Steps activity in Slack or Gong. See this article to learn how to manage Slack notifications. Your admin can set up the Gong integration.
3. When you access your Shared Space, if enabled, a reminder will update you on the progress of the Mutual Action Plan and the next steps to take. Click the See Next Steps button to follow up. You can adjust your reminder preferences by clicking the gear icon or by visiting My Preferences at any time. Click the x to close the reminder.

Monitor participant interactions

1. The latest participant interactions with Next Steps can be viewed on the Shared Space activity timeline.

Remove Next Steps from your Shared Space

1. To permanently remove the Mutual Action Plan from a Shared Space, open Next Steps and click the three dot menu at the top. Click Remove Next Steps and confirm on the pop-up. Please note, the remove option is only available for internal participants.