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Action Plans Dashboard Settings (EX)

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Qtip: This page describes functionality available to Engagement and Lifecycle projects. For more details on each, see Types of Employee Experience Projects.

About Action Plans Dashboard Settings

When you’ve reviewed your dashboard data and noticed areas of your company that can use improvement, you can set up action plans to detail how you’ll improve these areas.

Inside the Action Plans section of your dashboard’s Settings, you can customize which items in your data set are available to make action plans for. You can also add additional information and fields that show up when your dashboard viewers are creating action plans.

Button that says Settings and has a gear icon

Action Plans selected to left

Qtip: Changes made on this page are automatically saved.

Action Plan Settings

Qtip: The Try now button at the top of the page lets you enable guided action planning.

Top of action plans settings page with header of same name

Action plans must be approved: When enabled, a manager must approve any action plans that their direct reports create. Manager and direct report relationships are set inside the hierarchy. See Creating Action Plans for how action plans are created.

Available Fields

By default, all action plans have a field for owners and the plan’s due date. However, if you want to add extra fields that action plan users should fill out, you can make the following edits in the Action Plans section of your dashboard’s settings.

In action plans section of dashboard settings, section for custom fields

  1. Click Field.
    the custom fields section of action planning. click field and select the field type to add a new field
  2. Select the type of field to add. Your options include:
    • Text: A field where the user can type an open-ended response. When used in action plan reporting, this acts like an Open Text field.
    • Date: A field where the user can enter a date. When used in action plan reporting, this acts like a Date field.
    • Checkbox: A field that functions like a multiple choice question where a user selects one or more options using checkboxes. When used in action plan reporting, this acts like a Text Set / Multi-Answer Text Set.
    • Dropdown: A field that functions like a multiple choice question where a user selects one or more options using a dropdown menu. When used in action plan reporting, this acts like a Text Set / Multi-Answer Text Set.
  3. Depending on your selected field type, the setup you complete is different. See the below sections for more information.

Text and Date Fields

For Text and Date fields, you need to specify a label for the field. This will be the name of the field users see when creating an action plan. To add a label for a field, enter it into the label box associated with the field.

two fields, one text and one date. for these fields, you enter a label for the field only

Checkbox and Dropdown Fields

Checkbox and Dropdown fields are set up in the same way. After adding one of these fields, you’ll see a second screen for customizing the field. Your customization options are as follow:

  1. Click Label to add a new option. Specify the name of this option in the Label column.
    options for customizing checkbox and dropdown fields.
  2. Click and drag the dots to the left of an option to reorder it.
  3. Enable the Display checkbox to display an option, or disable it to hide an option. This feature is especially useful if you have an option you want to remove without losing previously collected data for the option.
  4. Click the minus sign () to remove an option. Data associated with deleted options is irretrievable!
  5. Enable Multiple Selections if you’d like users to be able to select multiple options for this field.

Tips

Tips are additional information available on your action plans. They can act as directions or as explanations for a given item.

  1. Inside your dashboard, navigate to the Settings.
    Button that says Settings and has a gear icon
  2. Select Action Plans.
    Action Plan Tips and Available Items section at the bottom of the Action Plans page
  3. Navigate to Action Plan Tips and Available Items.
  4. Navigate to the item you would like to add a tip for and select Click to add a tip.
    A list of items. Along the left they can be selected. On the right additional text explaining what they are can be added.
  5. Type out your message.

Once a tip is created for an item, an icon appears on the action plan widget that dashboard viewers can click on to read the tip.

Information icon next to an available item on an action plan.

Adding Hyperlinks to a Tip

  1. Highlight the text you want to link out.
    Adding a tip to an action plan
  2. Click the hyperlink icon.
  3. Click Change to add a URL.
  4. Paste in your URL.
    adding a link to an action plan's tip
  5. Click Done.

Highlight a hyperlink and click Remove to remove that link.

Available Items

You can also manage what items from your survey data are available for action planning.

  1. Inside your dashboard, navigate to the Settings.
    Button that says Settings and has a gear icon
  2. Select Action Plans.
    Action Plan Tips and Available Items section at the bottom of the Action Plans page
  3. Navigate to Action Plan Tips and Available Items.
  4. Deselect the boxes next to the items you don’t want to include as actionable items.
    Select items that can be incorporated into actions plans along the left

The items listed under Categories are set up in your Categories section of the dashboard settings.

The items under Statements are all the questions collected by your survey and mapped in the Dashboard Data section of the dashboard settings.