Where to find and how to use actions

Dashboard

In your Dashboard, you can find suggested actions or create your own action if none of the suggested actions appeal to you. As soon as you have started an action, the action will appear in your Action plan. The purpose of actions is to help you improve on certain areas that are relevant to you and your team. Therefore, we’ve made it easy for you to find and start actions while looking at your results. 

Find Actions on your Dashboard: 

1. Go to Start > Dashboard
2. Select a group in the drop-down menu
3. For insights where actions are available the button “Take action” will show. Click here to see the recommended actions.
4. If you want to create your own action, click on the “Create action” button. 

Action library

In the Action Library, you can see all actions. These include actions that you created for yourself (Personal Actions), actions suggested by your organization (Company Actions), and actions suggested by &frankly (&frankly actions). You can filter on “tags” to easily find actions that are relevant to you and your goals.

Action plan

In the Action plan, you can manage the status of all actions that you’ve started. Always remember to click on the “Mark as complete” button after you’ve accomplished an action. You can also restart any actions that you’ve already marked as complete, or let expire by not completing it within the due date.

Note: Your action plan is only shown to you. Nobody else can see what actions you have taken.