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Action Plans 101: How to Set Up and Use Action Plans

Create Action Plans to assign tasks, track updates, and manage follow-up on risks and mitigations.

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Written by Nigel Groen
Updated over 3 weeks ago

What Are Action Plans?

Action Plans help you track the tasks and updates needed to manage or reduce a risk. Use them when:

  • Further steps are required to lower a risk
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  • A mitigation needs execution follow-up
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  • Progress needs to be monitored and documented
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Where to Create Action Plans

You can create Action Plans from:

  • The Risk Details screen
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  • The Mitigation Details screen
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  • The Actions tab in the main menu
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Assigning and Managing Action Items

  • Action Plans can be assigned to Users or Contributors
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  • You can enable automated email reminders via the “Request Updates” section
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  • You may also:
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    • Add notes
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    • Attach Indicators
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    • Link documents using the Linked Resources section
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Using the Action Plan Explorer

Navigate to the Action Plan Explorer to view and manage all Action Plans across your organization.

You can switch between:

  • Calendar View – visualize action deadlines by date
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  • Grid View – see a sortable list of action items
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Use the “...” menu beside "Add Action" in Grid View to export action items to a CSV file

Applies to: Admin Users, Standard Users

Keywords: action plans, create action, assign task, update reminders, indicators, contributors, risk follow-up, CSV export

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