Directly assign an action plan
When you visit an action plan (not a template, see below for info on that), you will see a "users" button in the top right.
When you click this button, you will see all of the currently assigned users, their role, and their permission levels.
Type the email address of who you want to add (and we'll try to fill it out if they're on your team). If they aren't in your account yet, you will see an option to "create invite for" them.
Choosing this will generate a link that you can copy/paste and send to them. The link will not automatically be emailed to them currently.
When an Action Plan is assigned to a user, it appears at the top of their tasks page, and they will receive a notification that they've been assigned the plan.
Add Client Users to Action Plan
When you type the email of a user into the "Assign Action Plan" selector, any client accounts will also be included.
This means you can assign action plans directly to your clients without replicating the action plan into their account. This is very important, because it means that you manage your action plans in a single location (your partner account) and not for each client individually.
Any content included in the action plan (cards / guides) will automatically work for your clients without it being mirrored into their account. They click, it works.
Copying and managing the action plan in your client's account directly is almost never what you want to do. The one exception is if you are building an internal action plan—such as a new hire onboarding task list—that you want to distribute to the client's employees.
Assign an action plan via a link
When you assign an action plan to an email that's not associated with your Supered account, a link will be generated that you can send to them. Currently, this link will not be emailed to them, so you must send it yourself.
The user will be required to have a Supered account (requiring a separate invite if on your team) and then can accept the invite via this link.
Action Plan Templates
Action plan templates are the best way to distribute a repeatable set of tasks to many individuals or companies. For 98% of use cases, we recommend that you use a template.
Assign a template to user(s) by:
Go to the action plan template page in Supered
Click "Plans" in the top right
Click "Create Plan" in the top right
Select the users you want to assign to (see above for info on how this works across client accounts)
When you assign a template to a user, a new Action Plan instance will be created for them. It is identical to the template, with fields like "due date" will be filled out based on the corresponding template properties.
If you assign an Action Plan Template to a single user, all tasks will be assigned to that user. Otherwise, the tasks are not assigned.
Important: If a template is updated, the instances underneath it are not updated.
Assign an action plan template via a package
You can assign 1 or more action plan templates into a package. When installed, the user will be prompted to install and activate the action plan.
This will have the same effect as if you added them to the template directly (see above). It will not clone the template into the client's instance. That operation is currently not supported.
