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Action Planning Editor Widget (EE)

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About Action Planning Editor Widgets

The action planning editor widget allows dashboard viewers to create action plans based on survey results.

For example, maybe your team’s engagement scores are lower than expected. Maybe your company isn’t measuring up to industry standards in certain areas. The action planning editor widget allows you to create plans to resolve these issues. Within these plans, you can indicate progress, create sub-tasks, and tag the appropriate dashboard users and hierarchy units involved in the initiative.

Qtip: Users are given dashboard access and the ability to create or view action plans through roles they are assigned or permissions they are given on an individual level.
Qtip: This feature is only available to Engagement projects. Lifecycle projects do not have access to this widget. Instead, they only use the guided action planning setup.

Adding an Action Plan

After you have added your action planning editor widget to your dashboard, you can add action plans to it.

Attention: If you are having trouble creating action plans, make sure you are added as a participant to your project with permission to use action plans.
  1. Add an action planning editor widget to your dashboard.
    Action Planning Editor highlighted on the Add Widget menu
  2. Click Create New Action Plan.
    Create New Action Plan button highlighted inside the widget

    Qtip: Editing mode doesn’t need to be turned on in your dashboard to add an action plan.
  3. Give your action plan a title by typing into the field.
    Action Plan form and fields to fill out in the widget
  4. Click the plus sign (+) to choose the survey question or category you want to associate your action plan with. You can add as many as you’d like.
    Qtip: If there are items you’d like to add to action planning or restrict from use, be sure to set these up in your action plans settings.
    Qtip: On the Options section of the Messages tab, you can turn on an email alert that goes out to participants whenever they’re added to an action plan.
  5. Specify a Due Date by which the plan should be complete.
  6. Specify the Owners of the action plan by typing in a name and clicking on the user.
    Qtip: Only users with permission to use action plans can be assigned to an action plan.
  7. Assign a unit of your org hierarchy to the action plan by typing in the name of a unit and clicking it. This helps you restrict who sees this action plan if you choose to restrict dashboard data permissions so that a given user or role can only see action plans belonging to their hierarchy unit.
  8. You can also add additional fields to your action plans in the action plan’s available fields settings.

Any changes you make are automatically saved.

Qtip: You can also add action plans through the scorecard widget, the question list widget, and the focus areas widget. Once you enable the option to Showing Action Planning, you will be able to add an action plan to whatever items you want. However, to specify more than the item the plan is associated with, you will need to return to the Action Planning Editor.
Qtip: Want to display your new action plans to your dashboard viewers as a list? Try out the action plan item summary widget.

Managing Action Plans

The action planning editor allows you to perform a number of actions with your action plans, including changing the status, removing plans, adding sub-tasks, and more.

Indicating Progress Through Status and Percentage

Assign a status to your action plan by clicking the current status on the far right of the action plan title.

On Hold icon clicked to reveal a menu on a collapsed action plan

Your optional statuses are not started, on hold, in progress, closed, or canceled. These can be changed at any time. Changing status does not affect the percentage.

To change the percentage, click the number on the far right of the action plan title. Then drag the slider to the desired percentage, or type it into the field.

Percentage toggle pulled up on a collapsed action plan

Deleting and Copying Action Plans

Click on the dropdown next to the percentage to Copy Action Plan or Delete Action Plan.

Dropdown arrow on a collapsed action plan reveals a menu

Expanding and Collapsing Action Plans

You can expand or collapse an individual action plan in your list by clicking the arrow next to the plan’s name. You can also Expand All actions plans in the list or Collapse All action plans in the list.

Expand All and Collapse All options highlighted on the top-right of the action plan list

Once your action plan is expanded, you can edit any of the fields you desire.

Adding Comments

Once you’ve expanded your action plan, you can add comments to them.

  1. Navigate to the bottom of your action plan and fill in the comment field.
    Add Comment button at the bottom of the action plan
  2. Click Comment.

Once comments are submitted, the commenter’s name will show up next to the date the comment was made.

Adding Sub-Tasks

You can split up a larger action plan into smaller sub-tasks assigned to specific users.

  1. Navigate to the bottom of your action plan and click New Task.
    New Task button in Action Plan highlighted
  2. Type the name or description of the sub-task.
    Task on an action plan
  3. Click Add Owner, type a name, and click the participant’s name to assign an owner to the sub-task.
  4. Set a Start Date.
  5. Set a Due Date.
  6. Click the current status of the sub-task to change it.
  7. Click the percentage, then drag the slider or type the desired percentage.
  8. To remove a sub-task, click the dropdown and select Delete Task.

All changes you make are saved automatically.

Qtip: Sub-tasks are exclusive to the action planning editor widget. If you have an action plan item summary widget in your dashboard, it will not display sub-tasks.