Can Action Planning Guidance be uploaded? | XM Community
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Can Action Planning Guidance be uploaded?

  • March 4, 2024
  • 1 reply
  • 38 views

gingersauz
Level 4 ●●●●
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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.

1 reply

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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.


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