How do I mark an Action Plan step complete?

You mark an Action Plan step done yourself.

Steps

1. In the left menu, click Success Center.
2. Open a plan in Your Action Plan. See How do I follow an assigned Action Plan?.
3. Find the step that you finished.
4. Click the box at the left of the step title.

What you see next

• The box shows a check mark. The title gets a line through it.
• The plan count changes, for example from 2 of 5 to 3 of 5 steps complete.

Mark a step not done

Click the box again. The check mark goes away.

If it does not save

If the save fails, the page shows no message. The check mark goes away again.

1. Refresh the page.
2. Open the plan and click the box again.
3. If the check mark goes away again, click Need Help? Click Here.

ℹ️ Tasks are different. A task on the Tasks page has its own button, I've completed this task. See How do I mark a task done?.

Related articles

• How do I follow an assigned Action Plan?
• How do I upload a PDF for an Action Plan step?
• How do I mark a task done?