Add Actions to Initiatives and Objectives in Scorecards

You can add one or more actions to an initiative or objective in a scorecard.

When you add an action to an initiative or objective, you use an action link.

1. Edit the scorecard that contains the initiative or objective.
2. Navigate to the initiative or objective to which you want to add an action as follows:
   • If you are adding the action to an initiative, then in the Initiatives pane, double-click the initiative.
   • If you are adding the action to an objective, then in the Strategy pane, double-click the objective.
3. In the Action Link area in the Analytics pane, click the New Row button.
4. In the State Equals box of the Action Link dialog, select the state of the initiative or objective under which the action link is to be enabled.
5. To create an action (that is, an inline action), click the Create New Action button and specify the settings for the new action.
6. To add an existing action (that is, a named action):
   1. Click the Select Existing Action button.
   2. In the Open dialog, click OK.
7. In the Link Text field, enter the text to display as the link to execute the associated action.
8. Click OK in the Action Link dialog to add the action link.
9. Save the objective or initiative.