Your actions and implementation progress

Implementation projects

Implementation lists the projects Moraph is delivering for you: where each one stands, what’s next and what’s needed from both sides. Each project has a health:

A project page shows About this project, Next steps, the Plan (its phases and milestones), what’s Needed from your organization, what Moraph is doing, and the Moraph lead. Projects are kept up to date by Moraph; you can view them but not change them.

Your actions

Your actions is your to-do list. It has four tabs:

• Assigned to you: actions assigned to you, to your role, or to anyone in your organization, plus Onboarding steps waiting on you.
• All client actions (administrators and technical leads): everything Moraph needs from your organization, with who it’s assigned to.
• Moraph is doing: what Moraph has committed to do, with an owner and due date.
• Done: completed and cancelled actions.

Overdue actions are marked Overdue. New actions assigned to you also arrive as a notification.

Mark an action done

1. Open the action from Your actions.

2. Read What’s needed.

3. In Mark as done, optionally add a Note for Moraph (optional), for example where you saved something.

4. Choose Mark as done.

   Result

   The action moves to Done and shows who completed it and when. Moraph’s project lead is told.

You can mark an action done if it’s assigned to you, to your role, or to nobody in particular. Administrators and technical leads can mark any client action done.

Reassign or reopen an action

Administrators and technical leads can:

• Reassign an action to a person or to Anyone with the right role. The new assignee is notified.
• Reopen an action that was marked done by mistake.