Complete a planned action

This article is about the EY Catalyst Smart Daily Management application.

Note: These items are the same in each configured meeting cadence.

1. Access the appropriate type of meeting. See the article, View a meeting.
2. Ensure that you have selected the correct asset from the context menu.
3. The Plan for the Day table lists the actions planned for the current meeting cadence.
4. Find the planned action you want to complete. Select Next and Previous to navigate the list of actions; or type the page number in the Page box if you know which page you want to view.
5. Select Complete for the relevant action. You can also open the action and select Complete.