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Action planning

Survey insights only create value when they lead to concrete improvements. The Action Planning feature lets you turn findings into tracked tasks.

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Creating an action plan task

1

Navigate to Action Plan

Go to Surveys > Action Plan from the left-hand navigation.
2

Create a new task

Click Create Task at the top-right corner.
Create Task button at the top-right of the Action Plan page
3

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
4

Save

Click Create. The task appears in the Action Plan list.
New task form with heading, description, tags, assignee, and ETA fields

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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
    Three-dot menu showing Delete and Make a copy options for an action plan task

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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
Click Apply to update the view.
Action plan filter panel with Created at, Status, Assigned to, and ETA options

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Tracking progress

The Action Plan section shows two views:
  • Assigned to me — tasks assigned specifically to you
  • All — all tasks created across the organization
    Action plan view tabs showing Assigned to me and All task lists
Use these views to monitor accountability and ensure follow-through on survey-driven improvements.