Taking Action
Turn results into action plans that stick.
11 articlesAll Taking Action articles
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Board
- Add deadlines and comments to actionsHow to set and change an action's deadline, what the deadline reminder does, and how to use the comment thread to log updates and collaborate on an action inside the Actions module.
- Assign owners and collaborators to an actionHow to set the single owner responsible for an action, add collaborators who help move it forward, understand exactly what each role can do, and how everyone gets notified.
- Create a new actionBuild a tracked action from scratch on the Actions board - the five fields that matter, which are required, who gets notified, and exactly where the new action lands.
- Update an action's statusHow to move actions through the workflow in CultureMonkey - the five statuses, dragging cards between columns on the board, what changes on each move, and who gets notified.
- View the action Kanban board in CultureMonkeyA complete guide to the Actions Kanban board in CultureMonkey - the five status columns, what each card shows, how to filter and search, and how the board closes the Listen, Analyse, Act loop.
Templates
- Browse and use action templatesA guide to the action template library in CultureMonkey - where the pre-built action plans live, how they are organized by driver, what each template contains, and how to turn one into a real action in a couple of clicks.
- View AI-suggested actionsHow CultureMonkey turns your weakest engagement drivers into a short list of recommended actions, where those suggestions appear, and how to accept one into your action board in a couple of clicks.
Reporting
- Download an actions reportHow to export your full action list from CultureMonkey - where the Download Actions button lives, what the file contains, the exact columns, and when a raw export beats the in-app view.
- See driver-wise action statsHow to read your action plans grouped by engagement driver in CultureMonkey - which drivers have the most and fewest actions, how completion looks per driver, and how to confirm you're acting on your weakest drivers, not just the easy ones.
- View the action summary reportA complete guide to the action summary in CultureMonkey - how to read total actions, the To do / In progress / Completed breakdown, your completion rate, and the breakdown of actions by owner and driver.