Where Can I View Action Plans?

Last updated: November 5, 2026

Action Plans are listed on the Session Management page alongside your other coaching Sessions, and they also appear on the Session they were created from. This article provides guidance on how to access your Action Plans from either location.

Required permissions:

  • No special permission is required to view an Action Plan that you created, that was created for you, or that you're a Co-Coach on.

  • The Coaching: All Access permission is required to view Action Plans created by and for any employee.

View Action Plans on the Sessions Page

  1. Go to Coach --> Sessions.

  2. Click on the filter icon.

  3. Under Type, select Action Session.

  4. Click on Apply. The list will show only Action Plans.

  5. Click on an Action Plan's name to open it.

View the Action Plans Linked to a Session

  1. Head to Coach --> Sessions and click on the name of the Session that the Action Plan is linked to.

  2. Open the Action Plans tab.

  3. Click on Current to view the Action Plan linked to the Session you're viewing.

  4. Click on Previous to view the Action Plan tied to the preceding Session.

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