Add or modify an action plan to-do

Create, modify, and save to-do tasks as part of an action plan. To-dos are assigned to employees, mentors, or managers to complete.

Before you begin

Role required: All employees with direct reports

Procedure

1. Navigate to All > Employee Center > Action plans, and open an action plan.

2. Click Add to-do or open an existing task in a stage.

3. Choose the option that is best suited for your employee or mentor.

   Option	Description
   Select from the To-do template list	Select from a list of available to-do task templates and click Next. Templates make it easy and fast to create consistent to-do tasks for more than one employee or mentor.
   Click Create your own	Click Create your own to create a to-do from scratch. Creating a to-do from scratch is a good option to create a unique task for a single employee or mentor.

4. Fill in the to-do form.

   Note:

   • For to-dos that are appropriate for more than one employee or mentor, select Save as Template. Save the to-do as a template so that it is available to use for other employees or mentors in future action plans.
   • The Action plan to-do task fields topic has descriptions of the To-do form fields.
   • Click Save.

Parent Topic:Manage action plan to-do tasks and create templates