> ## 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 plans

> Track tasks assigned to you or that you've assigned to others — survey follow-ups, manager actions, team commitments — in one place.

Action plans are tracked tasks that turn insights or commitments into concrete next steps. Most action plans originate from [survey results](/admin/surveys/action-plan) — 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.

## 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).

## What an action plan looks like

Each action plan has:

| Field                             | Meaning                                                                         |
| --------------------------------- | ------------------------------------------------------------------------------- |
| **Title**                         | One-line description of the task                                                |
| **Description**                   | Detailed context — often referencing the survey or commitment that motivated it |
| **Owner**                         | The person responsible for completing it (could be you)                         |
| **Due date**                      | When it should be done                                                          |
| **Status**                        | Not started, In progress, Blocked, Completed                                    |
| **Linked survey** (if applicable) | The survey result that triggered the action                                     |
| **Comments**                      | Discussion thread between owner, creator, and reviewers                         |

## Update a task

<Steps>
  <Step title="Open the task">
    Click any row in the "Assigned to me" tab.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Add a comment">
    Use comments to document progress, ask questions, or tag colleagues. The creator gets notified when you comment.
  </Step>

  <Step title="Attach files (optional)">
    Documents, screenshots, or links that prove progress.
  </Step>

  <Step title="Mark complete">
    When done, set status to **Completed**. The creator is notified for any required acknowledgment.
  </Step>
</Steps>

## 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.

## 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](/employees/getting-started/notifications).

## Create an action plan (managers, HR, admins)

If you have permission to create action plans:

<Steps>
  <Step title="Click + New action plan">
    The creation form opens.
  </Step>

  <Step title="Fill in fields">
    Title, description, owner, due date, optional linked survey.
  </Step>

  <Step title="Add reviewers (optional)">
    Reviewers are notified on status changes but aren't responsible for completion.
  </Step>

  <Step title="Submit">
    The owner is notified and the task appears in their "Assigned to me" tab.
  </Step>
</Steps>

## 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.

## Related

<CardGroup cols={2}>
  <Card title="Survey action plans" href="/admin/surveys/action-plan">
    Survey-driven workflow for creating action plans.
  </Card>

  <Card title="Survey analytics" href="/admin/surveys/survey-analytics">
    Source of most action plans.
  </Card>

  <Card title="Account preferences" href="/employees/getting-started/notifications">
    Tune action-plan notifications.
  </Card>
</CardGroup>