Track action plan progress and task status to stay on top of team goals and individual commitments.
The summary page of the Action product provides an overview of your action plan activity and tasks, allowing you to quickly assess the status and activity of your tasks and action plans. It consists of the My Action Plans and My Tasks areas. To access this product, select Action from the Menu on the upper-left corner of the page.
Summary page
The homepage of Gallup Access also features the Action Planning area, which displays the status of your action plans and a summary of your active plans. Click an active plan's name to view its details, or click View Action Plans to view all of your action plans.
Your Action Plans area
My Action Plans
This area indicates the number of action plans you have created and their distribution among the different statuses. Use it to quickly determine how many of your plans exist for each status type.
My Action Plans area
A plan can have one of the following statuses:
Draft
You started to create a plan, but you have not activated it yet.
Active
You activated the plan, and your team is currently using it.
Complete
The plan was active, and you marked it as complete.
Note: A plan may have a status of Overdue if it is active with a past due date.
My Tasks
This area indicates your tasks and whether they are Active or Complete. Click a task's name to view its details, or click View Tasks to view all tasks on the Tasks tab.
My Tasks area