What Are Action Plans?
Action Plans are reusable checklists that can be used for onboarding, training, or on projects that need organized tasks. Action Plans allow users to do things "where they are"; creating accountability and tracking for your training and projects.
Each Action Plan can consist of:
Phases - Top-Level organizational structure.
Includes a Title and Optional Content Black.
Track the progress. Quickly tell if a phase is complete or how much is left.
The first incomplete phase will be shown to the user.
Sections - Mid-Level organizational structure, goes inside a phase.
Includes a Title and Optional Content Block.
Track the progress. Quickly see how many tasks are completed (i.e. 9 of 10 completed).
Tasks - Actionable items that people will work on within their Action Plan. We recommend using several small and succinct tasks vs. a larger task.
Task Title: High-level description of the task
Due Date: When the task is due (displayed in your computer's timezone)
Linked Content: Card, Guide, or External Link
Task Details: Free-Form content block
Assignment: Select who will be responsible for completing the task.
⚡️Supered Insight: Action Plans can be used as a one-off instance, or repeatedly used many times. Action Plan Templates let you reuse an Action Plan as many times as needed and create a duplicatable system or process.
Create an Action Plan
Action Plans live inside of bases, just like cards, guides, and folders. So in order to create one, you'll go into the base and follow these instructions.
Go to a Base that you want to build an Action Plan into.
Click the "+" Button at the top of the Base, or next to a folder
Select "Create Action Plan"
Follow the Prompts:
Plan = Single Use Action Plan
Template = Multi Use Action Plan
Choose Template = Have a previous template that you want to use the skeleton of? Select that here! Then make the edits you need to make.
Title = Insert the name of your Action Plan
Assignments = Assign the plan to user(s). Select Role & Permission Level.
Open Invite Link = Disable or Enable. This gives anyone with the link access to utilize this Action Plan.
Choose Base = Confirm it's going into the correct base.
Select Folder = Confirm it's going into the correct folder.
Once your Action Plan (or template) is created, you can configure all of the phases, sections, and tasks.
⚡️Supered Insight: When creating an Action Plan Template, there are some alternative options at the task level.
Due Date: Instead of a date, this field will allow you to select "Set # of weekdays until Due". For example, use "0" here to make it due on the first weekday, or "5" to make it due 5 Weekdays from the start.
Attach Knowledge Check: You can build in a quiz for your assigned task.
Assign Task/Role: Select a person or role that you want to automatically assign this task to when a templated action plan is created.
Action Plan Reporting
Permission Required: "Manage All Action Plans"
Access the "Action Plan Reporting" dashboard to view information about all action plans across your entire team, single use action plans and templated action plans. This view shows you all action plans, and groups them by template, providing a simple view of each action plan status. You can filter by users or managed accounts to see the progress of an individual user.
Here are the fields being reported:
Title: The Name of the Action Plan
Users: The users this action plan is assigned to. You can see the role of each user, as well as information about their team (if a managed account).
Plan Created: The date that this action plan was created.
Status: Information about the completion of the action plan. The progress bar will be fully filled in when completed. You can see when the next task due date is, and how many tasks you have due this week and in the following week.
Overdue: How many tasks are past their due date.
Actions: Assign Users || Open into Action Plan (same tab) || Delete Action Plan
Note: You can double tab the Open Tab and select "Open in New Tab" too.
Other Action Plan Tools
Organize Action Plan Instances [From a Template] into a Base or Folder
You can move an action plan template's instances into other bases to help you organize your action plan templates better while ALSO keeping them contained in the Action Plan Template for Analytics. This is helpful if you want to house a customer’s action plan template in another base that has the rest of that customer’s information so it’s all in one place!
When you’re inside an Action Plan Template, Click “Plans”.
Click on the Action Plan Instance that you want to move.
Click “Actions” on the top right corner.
Click "Move into Base". This will create a copy of the action plan right into the base you’re in and from there, you can move it to the desired location.
You can put it into a folder, move it into a different base, or do whatever you need to keep your system organized the way that works best for you.
Action Plan Notifications:
Users are notified about action plans when they receive the action plan assignment. They will receive a link to the Action Plan. They are not notified about individual tasks, as that would result in an overwhelming number of notifications.
Assign an Action Plan:
View this Article for more information on assigning action plans.
Action Plans in SideKick:
A core goal of Action Plans is to keep users in the platform that they currently use and are training on. Action Plans work inside the SideKick Tool to ensure that users stay on-platform the whole time.
Role Permissions
The admin role comes with "Manage All" Action Plans and the regular users come with "Manage Owned" access. Here is the difference:
"Manage All" - Let users manage all action plans and templates, even if they are not the owner.
"Manage Owned" - Let users manage owned action plan templates, and create action plans. If this is off, a user will not be able to create action plans.
Use Cases
Partner to Client Delivery (Services Businesses)
Use Action Plans to organize and simplify intake, training, and projects for your services business.
Intake: Create an Action Plan that outlines the different phases of your initial intake and client onboarding process. Collect deliverables and information from your client using Supered Editor or external forms.
Training: Create Action Plans for various client trainings that you offer. You can assign the training to each individual user and track when they've completed it.
Projects: Use Action Plans to track the deliverables and timeline for your projects. You can use a standard Action Plan Template for different projects, to streamline the project lifecycle.
Employee Onboarding
Action Plans take internal onboarding to the next level by letting you craft in-app experiences. Let your users walk around the software and processes that they're learning, rather than just reading or watching videos.
Create an Action Plan Template for each department or role, and then assign it to new employees as they go through onboarding.
You can also use Action Plans to roll out new technology—or changes to your processes—by creating an Action Plan Template and assigning it to each user.
Repeated Activities
Action Plans can be used to streamline any activity that needs to be repeated—especially if it should be done consistently.
Use an Action Plan Template to hold the standard process that you want followed, and then customize it for the specific project being done.