Action planning
Survey insights only create value when they lead to concrete improvements. The Action Planning feature lets you turn findings into tracked tasks.Creating an action plan task
Fill in task details
Enter:
- Task heading — a clear, concise title
- Description — context and specifics for the task
- Tags — for easier search and categorization
- Assign to — select the responsible person from the dropdown
- ETA — the expected completion date
Managing existing tasks
Click the three-dot icon (⋮) next to any task to:- Delete the task permanently
- Make a copy to duplicate it with the same details
Filtering action plans
Use the filter icon to filter tasks by:- Created at — monthly, quarterly, weekly, or a custom date range
- Status — Pending, In Progress, or Completed
- Assigned to — filter by assignee
- ETA — filter by expected completion date
Tracking progress
The Action Plan section shows two views:- Assigned to me — tasks assigned specifically to you
- All — all tasks created across the organization
