The Action Planning feature in Empuls allows users to create, assign, and manage tasks based on survey results. It ensures accountability by letting you track the progress of tasks aimed at improving employee engagement and organizational outcomes.
Step 1: Access the Action Planning Section
Navigate to the left-hand menu and click on Surveys.
Select Action Plan from the submenu.
You will see two views:
Assigned to Me: Shows only the tasks that are assigned to you.
All: Displays all the tasks created within the organization.
Step 2: Create a New Task
Click the Create Task button located at the top-right corner of the page.
2. In the pop-up form, enter the following details:
Task Heading: Provide a clear and concise title.
Description: Add details or context for the task.
Tags: Use relevant tags for easier search and categorization.
Assign To: Select the assignee from the dropdown list.
ETA: Set an estimated time of accomplishment (due date).
3. Click Create to save the task.
Step 3: Manage Existing Tasks
Locate the task you want to manage from the task list.
2. Click on the three dots (⋮) next to the task.
3. Choose one of the following options:
Delete: Permanently removes the task.
Make a Copy: Creates a duplicate of the existing task.
By following these steps, you can easily turn insights into action and ensure timely execution of improvements across your teams.
FAQ's
FAQ's
1. What is Action Planning in Empuls?
Action Planning helps users convert feedback into actionable steps. You can create, assign, and track tasks to ensure timely execution of improvements based on survey results.
2. Where can I find Action Planning?
Go to the left-hand menu, click on Surveys, and then select Action Plan.
3. What’s the difference between "Assigned to Me" and "All" views?
Assigned to Me: Shows only the tasks specifically assigned to you.
All: Displays all tasks created by or for anyone in the organization.
4. How do I create a new task?
Click the Create Task button on the top-right corner. Fill in the task heading, description, tags, assignee, and ETA. Then, click Create.
5. Can I assign tasks to others?
Yes, while creating a task, use the Assign To dropdown to select the intended assignee.
6. How do I edit or manage a task?
Click the three dots (⋮) next to a task. You can:
Delete the task
Make a Copy of the task
7. Can I set deadlines for tasks?
Yes, you can set an Estimated Time of Accomplishment (ETA) while creating the task.
8. Can I filter or tag tasks for better visibility?
Yes, use tags when creating tasks. This helps in organizing and filtering them later.
Where to find this in the platform?
Application URL : https://{{tenant_url}}/home/action-plan