Action-plan accountability & reminders

When the Action-plan accountability feature is enabled for your organization (off by default), the Owner, Due date and Status fields on each action item become a real follow-up loop, not just notes.

My action items. At the top of the Action Plan page a “My action items” section lists the items assigned to you (matched on your email or your name in the Owner field) across every plan. Overdue items — past their due date and not yet done — are clearly flagged. The “Mark as done” button moves an item to Done immediately, without opening the whole plan.

Automatic reminders. Once a day (08:00 Europe/Stockholm) the system scans every action item and sends a reminder to the organization’s chat channel (Slack or Microsoft Teams) for each item that is overdue and still not done. The reminder contains only the item’s text, its owner and the due date — never survey answers, results or salary data.

For reminders to actually be delivered, a chat integration must be configured (Settings → API access → Chat integrations) with the “Action-item reminder (overdue)” event ticked. Without a connected chat channel, “My action items” still works, but no automatic reminders are sent.