Track team progress on action plans by filtering, reviewing, editing and exporting plans across direct and rollup teams.
The Team Action Plans tab lists all active and completed plans created for your direct and rollup teams. Use the features on this page to filter, review, edit and export your team’s plans.
Team Action Plans tab
Filtering Plans
Use the filter drop-down lists at the top of the tab to select criteria for viewing specific action plans.
Filter options
You can use any combination of filter criteria to isolate the plans you want to view. The following criteria are available:
Plan Status
The status of a plan (i.e., active or complete).
Topics
The subjects associated with a plan.
Related Items
The engagement items associated with a plan.
Report
The survey report associated with a plan.
Team
The team associated with a plan.
Reporting Group
The survey reporting group that the owner of the team associated with the plan belongs to. This option is available after selecting a survey report with reporting groups.
Filter criteria currently in use appear below the filter options. Click an item’s close symbol (x) to remove the item from your current filter, or click Clear All to remove all filter criteria items.
You can also use the search field on the right side to locate plans with a specific word or phrase in their title.
Reviewing and Editing Plans
Click a plan’s title to view its details. You can also click a plan’s More Options menu (⁝) to access the following options:
View Plan
View the plan’s details.
Edit Plan
Modify the details of the plan, including adding or removing resources and tasks. This option is not available for completed plans.
Mark As Complete
Indicate that you and your team have completed the plan.
Transfer Plan
Assign a new administrator to the plan. You can select from any team leader or team member.
Export Plan
Download a PDF version of the plan.
Delete
Permanently remove the plan.
More Options menu, Team Action Plans tab
Exporting Team Action Plans
- Click Export on the right side of the page.
- Use the options in the Download Report window to edit the name of your export and determine which data to include.
- Click Create.
- On the Download Report window's Past Reports tab, check an item's status and click its download symbol (
) to save it.
Download Report window
Past Reports tab, Download Report window