Create one goal using the full set of recommendations or create a single action using one coaching recommendation. To create a single action, follow these steps:

1. Go to the Surveys menu.

2. Click on the survey dashboard (dial icon) under the Actions heading.
​(If needed, use the filters to update the dashboard to view the segment of people you'd like to create an action for)

3. Scroll down to your Recommended Coaching and Wellbeing Recommendations section.

4. Click Read more and assign actions/goals to view the recommendations for your chosen area.

5. Next to the recommendation you'd like to use, click Create action. This will create an action, pulling through the title of the task, which you can then edit and add your own details to.

6. Once you're happy, click Save Action at the bottom of the page.

7. Your recommendation will now be listed in the Actions tab in the platform.

If you want to edit the action and it's features, or update it's progress follow this guide.

Alternatively, you can create your own actions following this step by step guide.