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 — 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 it in your tenant at https://<your-empuls-url>/home/action-plan.

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

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.

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.

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.

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

• Survey action plans — Survey-driven workflow for creating action plans.
• Survey analytics — Source of most action plans.
• Account preferences — Tune action-plan notifications.