August 5th, 2025

Improved Feature

Action Plan + Tasks

Required Plan: Everyone

Improved Feature: Action Plan Pagination & Filtering

We switched the existing tables for action plan reporting over to the super table to allow for better pagination and smoother filtering! This will be reflected in your overall Action Plan view and within an Action Plan Template, providing more filtering options than before.

What is the benefit of this change?

  • Re: Pagination - This will ideally increase load times for people with large amounts of action plan assignments.

  • Re: Filtering - You can now filter your Action Plans by User, Status, Account, and Template with easier search functionality than before. The filtering functionality is also available when you look at a specific template, where as before it would only have a search bar and no other filtering options.