> For the complete documentation index, see [llms.txt](https://docs.talentmap.com/knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.talentmap.com/knowledge-base/step-7-communicate-and-take-action/action-planning-in-compass/plans-page.md).
# Plans Page
The Plans page is where you create, manage, and track your action plans. You can start from TalentMap's consultant-crafted template library, build a plan from scratch, or adopt a plan suggested from your survey results.
{% hint style="info" %}
**Beta feature.** Action Planning is currently available as a beta release. Features and interface details may change as we refine the experience.
{% endhint %}
{% hint style="info" %}
**Reporting structure required.** Your administrator must configure a reporting structure in **Setup** > **Structure** before you can create action plans. See Action Planning Setup for details.
{% endhint %}
***
### Creating an action plan
You have three ways to create an action plan.
#### From the template library (recommended)
1. Navigate to **Actions** > **Plans**.
2. Click the create button on the Plans page. The **Create Action Plan** dialog opens with a search bar and three tabs: **TALENTMAP TEMPLATES**, **MY TEMPLATES**, and **SHARED TEMPLATES**.
3. Search by keyword or browse the templates.
4. Select a template and click **OK** to create a plan from it.
#### From suggested actions on the Results page
1. Navigate to **Actions** > **Results**.
2. Click a Strength or Opportunity item to see 2 matching templates.
3. Click a template to select it, then click **CREATE ACTION**.
#### From scratch
1. Navigate to **Actions** > **Plans**.
2. Click the create button on the Plans page.
3. In the **Create Action Plan** dialog, click **CREATE NEW** to start with a blank plan.
***
### What a plan looks like
Each action plan contains:
* **Title** — The plan name (for example, "Building Trust Through Transparency, Not Optimism").
* **Description** — Rich text explaining what the plan addresses, why it matters, common pitfalls to avoid, and a timeline overview. Templates come pre-written, and you can edit freely.
* **Milestones** — Specific steps with checkboxes, descriptions, and due dates.
Plans also show which engagement dimension they address (for example, "Change & Agility," "Communication," or "Supervision") and whether they were assigned from your organization's template library or created by you.
***
### Managing milestones
Each milestone has a checkbox, name, description, and due date.
1. Click the checkbox next to a milestone to mark it complete. Compass records the completion date.
2. Uncheck a milestone to revert it to incomplete.
An action plan shows as **Complete** when all its milestones are checked. Plans with any milestone past its due date show as **Overdue**.
***
### Saving a plan as a template
If you create or customize a plan that works well, you can save it for reuse.
1. Open the plan you want to save.
2. Click **SAVE AS TEMPLATE** in the top-right corner.
The plan appears in your **My Templates** tab. Users with **Site Admin**, **Report Viewer**, or **TalentMap Admin** roles can also share templates so they appear in the **Shared Templates** tab for everyone in the organization.
***
### Assigned plans
HR administrators can assign templates to specific managers through the reporting structure. Assigned plans show an **Assigned from: Organization** badge. You can still edit assigned plans like any other plan.
***
### Managing plans as an HR administrator
As an administrator, you can view and edit any manager's plans.
1. Click a manager's name in the reporting structure tree (left sidebar).
2. An admin banner appears when you are editing on behalf of a manager.
3. To reassign a plan, transfer it from one manager to another. The plan, all milestones, and history transfer to the new owner.
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