Skip to main content

Create Action Plans from a Role-Based View

Once role-based results views have been shared and an engagement survey ended, the role owner can create their own team-specific action pl...

A
Written by Adam Kroboth

Once role-based results views have been shared and an engagement survey ended, the role owner can create their own team-specific action plans based on the survey results.

  1. Navigate to Engagement > select the engagement survey >View Results > Action Plans.

  2. Click Create Action Plan.

  3. Add a title and an optional description that describes the overall focus.

  4. Configure Plan Details:
    ​

    • Owners

    • Visibility

    • Overview

  5. Click + Create action:
    ​

      1. Add a title and description.

      2. Select a due date.

      3. Add action Owners.

  6. Click Save > Publish.

Note: Drafted action plans will not be visible to admins.

Related Articles
Did this answer your question?