Does all of the action planning guidance really have to be entered manually?? And if so is there an enhancement in the works to allow for uploads? It’s a very time-consuming task that I sure hope carries over when the project is copied.

Hi, as of now, if you create an engagement survey or a dashboard from scratch, there is no way to upload guided action plan automatically, you will have to add it manually for each question/category. If you use the EX25 solution module, the pre built dashboard will contain guided action plans already populated.

Can Action Planning Guidance be uploaded?

Can Action Planning Guidance be uploaded? | Experience Community

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