Changelog

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.

You can now sync action plan data to deals and projects. We continue to support tickets and are excited to bring this to more objects over time!

• Connect + “write” permissions:

  • You’ll need to connect to HubSpot with “write” permissions enabled for the object you want to sync. Otherwise, you’ll see an error that permissions are not setup.

• Project sync note:

  • The project sync will sync plan stats to the project object, but does not create or sync individual tasks to the project.

• Setup URL:

  • https://app.supered.io/connections?detail=hubspot&section=action-plans

**If you missed the first change log on syncing action plans to HubSpot (2/27/2026), you can review it here.

You can now limit the number of attempts that a person can take when doing a quiz in an action plan. Quizzes (Knowledge Checks) are only built into a templated action plan.

Previous state: A user could have unlimited attempts and re-attempt once completed.

Improved state: You now have the option to control this.

• Default: The default state is still unlimited. You can change this to a set number.

• Ideal for: This is best used when creating a true knowledge check where your team gets 1 try to prove they know the material.

How to:

• When you’re creating or editing a ‘knowledge check’ task, the ‘configure knowledge check’ box will appear and you can set the Attempts Allowed.