Which three of the following statements about Action Plans are true?

Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity.

Which three of the following statements about Action Plans are true?
A . When you work with Action Plans, you first create Action Plan Templates
B . Action Plans require a monthly license fee per user
C . Action Plans can be used to schedule appointments with the Bankers
D . Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance
E . Action Plans can be used to automatically assign task owners and deadlines for specific client engagements

View Answer

Answer: A, D, E

Explanation:

The following statements about Action Plans are true:

When you work with Action Plans, you first create Action Plan Templates, which are reusable sets of tasks that define a common client process1.

Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance. Users can use standard report types or custom report types to create reports on action plans, action plan templates, action plan items, action plan item templates, and action plan item owners1.

Action Plans can be used to automatically assign task owners and deadlines for specific client engagements. Users can specify task owners by using assignment logic such as specific user, role, queue, action plan creator, or account team1.

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