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How to Create an Action Plan

OnePlanet Action Plans help users to map any strategy, plan, system or idea. They are formed on three basic building blocks; Outcomes, Actions, and Indicators (OAIs), but can also contain much more. See Adding Outcomes, Actions & Indicators (OAIs) for more.

To create your first ever Action Plan:

  • Click Add New Plan on the Plans card on the Workspace Dashboard or click on the Plans card on the Workspace Dashboard and then click Add New Plan
  • Choose a name for your plan and press ‘Next’
  • Then select a template (see Templates for more information) or just choose an empty plan
  • Click Create

This will take you to the default view of your plan which depends on the settings that the Workspace Admin or Workspace Manager chooses.

The video below is outdated and therefore doesn’t reflect some of our recent updates.

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