New Feature: Assign Action Plan to All Users on a Team

When creating an action plan, you can quickly assign it to every user in your account.

Benefit: This is useful when you want to do a team-wide onboarding.

How to add all users:

• When creating an action plan:

  • Under Assignments, click the Advanced drop down, select Add all licensed users.

• When adding users to an existing plan:

  • Click the 3 dots on the right (actions), select Manage Users, then click the Advanced drop down, and select Add all licensed users.