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 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. 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.