If the Action Centre is enabled, you can create an interactive record of tasks, owners and deadlines within your dashboard.
Adding an action item
As you explore your survey results, you will come across questions that require action to improve your score. Click the Action icon to save a survey question to your action plan.
In the pop-up box that appears, fill in details of your action, including task description, task owner and deadline.
You have the option to set a date for a reminder. This will schedule an email for the task owner, to tell them when the deadline is coming up. You can also upload files, like project plans or comms materials, to store everything in one place.
Click ‘Add to Action Plan’ to save your task.
You can return to your action plan to make more changes later
Action inspirations
If your dashboard has the Inspirations feature enabled, when you add a survey item to your action plan, you will see a suggestion of actions to consider.
These suggestions are relevant to your chosen survey question and based on best-practice action plans.
Consider the suggested items and whether they could work for you. Make any necessary changes to tailor the idea to your organisation or team.
