Guide to Create Actions in CultureMonkey
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    Guide to Create Actions in CultureMonkey

    • PDF

    Article summary

    Who can use this feature?

    Available to all super admins, sub-admins and managers.

    CultureMonkey enables you to close the loop between an observation/analysis and action creation for every survey, every question and every feedback.

    The progress of every action can be tracked directly from the platform through a simple kanban board.

    Screenshot 2022-08-08 at 2.00.44 PM.png

    How to Create Actions in CultureMonkey?

    Step 1: Click on the Create Action button present in the survey, questions, and feedback section.
    Screenshot 2022-08-11 at 1.49.19 PM.png

    Step 2: Clicking on Create Action will redirect the user to the action creation page.

    Step 3: Enter the action name and description. The owner’s name will automatically be picked up based on the user creating the action. However, the owner can be changed based on the requirement.
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    Step 4: Select the driver for which the action is created. Pick a deadline for task completion.

    Step 5: Multiple collaborators can be added to achieve the actionable. Please note that it is not mandatory for a collaborator to have access to the platform as an administrator. Anyone who is a part of the employee database responsible for the action completion can be added as a collaborator.
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    Step 6: Click on Create Action after adding collaborators. This will automatically add the action in the Actions section with a unique ticket ID for each action created.

    Step 7: The action owner and collaborators will be able to track the progress and provide updates in the comments section for every action.
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    Step 8: All the actions created will be mapped in the To-Do list. Admins will be able to move the tasks to in-progress or completion based on the progress on the task.
    Screenshot 2022-08-08 at 2.00.44 PM.png

    Please note that if the action has been created on the feedback provided anonymously by an employee, the employee will be notified on the progress of the action at every stage anonymously.