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.
Navigate to Engagement > select the engagement survey >View Results > Action Plans.
Click Create Action Plan.
Add a title and an optional description that describes the overall focus.
Configure Plan Details:
Owners
Visibility
Overview
Click + Create action:
Add a title and description.
Select a due date.
Add action Owners.
Click Save > Publish.
Note: Drafted action plans will not be visible to admins.