> ## Documentation Index > Fetch the complete documentation index at: https://help-empuls.xoxoday.com/llms.txt > Use this file to discover all available pages before exploring further. # Action plan ## 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 Go to **Surveys > Action Plan** from the left-hand navigation. Click **Create Task** at the top-right corner. Create Task button at the top-right of the Action Plan page 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 Click **Create**. The task appears in the Action Plan list. New task form with heading, description, tags, assignee, and ETA fields ### 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 ### 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 ### 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.