How to use A3 Project Report in App?


  • STEP 1 : tap on the “Reports” from bottom menu, you will now visit a “Report List Page” (under reports)
  • STEP 2 : In the “Report List Page” you will get one filter icon on the top right navigation, by tapping on that icon, where you will get options like, FILTER,PROJECTS,DEPARTMENTS, USERS & All, open completed, archived, and on the right side corner you can see one “+” floating icon, by taping there you can create a new report.
  • STEP 3: After that tap on the “+” and a selection report list will open. Now select “A3 Project Report” from the entire  list, Then you can give a TITLE name  (For eg. I have given a Title called “Trial”), now you can also select a “PROJECT NAME” which is the third button. Then finally tap on the “CREATE” button to create this report.
  • STEP 4: On the A3 Project report dashboard, where you can see on the top right all options.


  • STEP 5: To add your collaborator under this report, you can tap on the second option on the top right option which is “COLLABORATORS”, From there you can add as well as remove collaborators.


  • STEP 6: Now here you can see all seven note grids and one Implementation Plan (ACTION ITEM)
  • STEP 7: You can now tap on the “PROBLEM STATEMENT”, then one modal will open where you can add “NOTES” and “ADD IMAGE” and then tap on “SAVE” button.
  • STEP 8: Same like PROBLEM STATEMENT you can “ADD NOTES” and “ADD IMAGE” under the option “CURRENT STATE” and then tap on “SAVE”


  • STEP 9: Now in this step lets create an ACTION ITEM by taping on this ACTION ITEM/NOTE button below implementation plan
  • STEP 10:  now after tapping on ACTION ITEM list icon one new Action Item list page will open, where you can create new action item by taping on the “+” floating icon on the bottom right.
  • STEP 11 : Now when you taped on the “+” floating icon, one new modal will open where you can see multiple options.
  • STEP 12: Now here you can Enter title, Enter description and add  attachments (photos or videos) , for eg. here I am entering title as “TRIAL AI”, Description as “Management work”, and adding one attachment.
  • STEP 13 :  while you are creating notes, it will not be visible on the action item board. Here you can select report, select assignee and create the notes.
  • STEP 14 : at the time of creating the action item, you can set a due date, you can add action item status ( there are three action item status TO DO, IN PROGRESS, IN REVIEW), Select report, add assignee and then tap on CREATE.
  • STEP 15 : now after creating the action item you can go to action item option below implementation plan option there you can see the existing action item which you have created.


  • STEP 16 : And finally to complete the report you can go to the upper right navigation and select “MARK THIS REPORT AS COMPLETE” from action to complete this report and you will get an award for the report.

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