How do I create an Action Plan?

To create a new Action Plan in Gallup Access:

1. Select Action from the main menu, or scroll down to the Action Planning section of your dashboard.
2. Click Create Action Plan.
3. Enter the required details in the designated fields.
4. Choose to either: Save as Draft to return and finish later or click Create Action Plan to publish it immediately.

Note: Required fields are marked with an asterisk (*). You must complete these before saving or publishing your plan. If the Action tool is not visible in your menu or dashboard, please contact your organization's internal Gallup Access administrator for access.