Add or modify an action plan to-do

task brazil Updated Sep 10, 2026 1 min read add-todo-task.md
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Create, modify, and save to-do tasks as part of an action plan. To-dos are assigned to employees, mentors, or managers to complete.

Before you begin

Role required: All employees with direct reports

Procedure

  1. Navigate to All > Employee Center > Action plans, and open an action plan.

  2. Click Add to-do or open an existing task in a stage.

  3. Choose the option that is best suited for your employee or mentor.

    Option Description
    Select from the To-do template list Select from a list of available to-do task templates and click Next. Templates make it easy and fast to create consistent to-do tasks for more than one employee or mentor.
    Click Create your own Click Create your own to create a to-do from scratch. Creating a to-do from scratch is a good option to create a unique task for a single employee or mentor.
  4. Fill in the to-do form.

    Note:

    • For to-dos that are appropriate for more than one employee or mentor, select Save as Template. Save the to-do as a template so that it is available to use for other employees or mentors in future action plans.
    • The Action plan to-do task fields topic has descriptions of the To-do form fields.
  5. Click Save.

Parent Topic:Manage action plan to-do tasks and create templates

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