10/25/19: New Action Plans Page


The action plans page has been updated. Users can now easily see all of the actions they have created along with actions created by others. With the new due dates feature, you can also see which actions are approaching their due date or are overdue.




What are your actions?

Any action created by you. This includes engagement and effectiveness actions.

What are company actions?

Actions not created by you, on reports shared with you. For example, if John and I have the same report shared with us and John creates an action, that will appear on my ‘company action’ tab.

What if I want to view the old action plans page?

You can click “view all actionable reports” link on the top right of the page.

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