Action plan

Action planning

Survey insights only create value when they lead to concrete improvements. The Action Planning feature lets you turn findings into tracked tasks. Open it in your tenant at https://<your-empuls-url>/home/action-plan.

Creating an action plan task

1. Navigate to Action Plan

   Go to Surveys > Action Plan from the left-hand navigation.

2. Create a new task

   Click Create Task at the top-right corner.

3. Fill in task details

   Enter:

   • Task heading — a clear, concise title
   • Description — context and specifics for the task
   • Tags — for easier search and categorization
   • Assign to — select the responsible person from the dropdown
   • ETA — the expected completion date
4. Save

   Click Create. The task appears in the Action Plan list.

Managing existing tasks

Click the three-dot icon (⋮) next to any task to:

• Delete the task permanently
• Make a copy to duplicate it with the same details

Filtering action plans

Use the filter icon to filter tasks by:

• Created at — monthly, quarterly, weekly, or a custom date range
• Status — Pending, In Progress, or Completed
• Assigned to — filter by assignee
• ETA — filter by expected completion date

Click Apply to update the view.

Tracking progress

The Action Plan section shows two views:

• Assigned to me — tasks assigned specifically to you
• All — all tasks created across the organization

Use these views to monitor accountability and ensure follow-through on survey-driven improvements.