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Action plans are tracked tasks that turn insights or commitments into concrete next steps. Most action plans originate from survey results — your manager creates them after reviewing engagement scores — but action plans can also be assigned by HR, a project lead, or yourself. The action plans page is where you see everything assigned to you and update progress.

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Open action plans

From the Empuls left navigation, click Action Plans. The page has two main tabs:
  • Assigned to me — Tasks you need to complete.
  • Created by me — Tasks you’ve assigned to others (for managers, HR, and admins).

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What an action plan looks like

Each action plan has:

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Update a task

1

Open the task

Click any row in the “Assigned to me” tab.
2

Update status

Use the status dropdown to move the task — Not started → In progress → Completed. If you’re stuck, set Blocked and add a comment explaining why.
3

Add a comment

Use comments to document progress, ask questions, or tag colleagues. The creator gets notified when you comment.
4

Attach files (optional)

Documents, screenshots, or links that prove progress.
5

Mark complete

When done, set status to Completed. The creator is notified for any required acknowledgment.

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Filters and views

Filter the list by:
  • Due date — Overdue, due this week, due this month, future
  • Status — Active vs completed
  • Linked survey — All actions related to a specific survey
  • Owner (creator view) — All tasks assigned to a specific person
Save common filters as views for quick re-use.

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Notifications

You’ll receive notifications when:
  • A new action plan is assigned to you.
  • A task you own is past due (1 day, 3 days, 7 days overdue).
  • A creator adds a comment on a task you own.
  • A task you created is marked completed (so you can verify).
Customize notification frequency from Account preferences.

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Create an action plan (managers, HR, admins)

If you have permission to create action plans:
1

Click + New action plan

The creation form opens.
2

Fill in fields

Title, description, owner, due date, optional linked survey.
3

Add reviewers (optional)

Reviewers are notified on status changes but aren’t responsible for completion.
4

Submit

The owner is notified and the task appears in their “Assigned to me” tab.

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Limits and gotchas

  • An action plan can have only one owner. Multi-person tasks should be split or use a project-management tool.
  • Editing a task after assignment notifies the owner — use sparingly.
  • Completed tasks are read-only. Re-open by changing status (if your permissions allow).
  • Tasks linked to a deleted survey stay accessible but lose the deep-link to the survey results.

Survey action plans

Survey-driven workflow for creating action plans.

Survey analytics

Source of most action plans.

Account preferences

Tune action-plan notifications.