How to Create Actions in Surveys

How to Create Actions in Surveys

You can create Actions in Teamgage Surveys to capture ideas, improvements or blockers raised through survey feedback. Actions help turn feedback into clear, trackable steps with ownership and due dates.

How to create an Action

  1. Log into the Teamgage platform
  2. Go to Surveys > Results from the left hand navigation
  3. Select the Survey you would like to review results for
  4. Click the Actions button in the top right corner
  5. Click Add Action 
  6. Add an Action Title
  7. Set a Due Date
  8. Assign it to a team member
  9. Click Add to save the action

Here's what it looks like


How to create an Action using Sidekick

Sidekick (if enabled) helps you turn team feedback into meaningful Actions more quickly by suggesting improvements based on your Survey results
  1. Click the Sidekick button in the top right corner
  2. Select which survey sections you want to analyse
  3. Click Analyse
  4. Review suggested actions
  5. Click the + icon next to a suggested Action
  6. Review and edit the Action title if needed
  7. Set a Due Date
  8. Assign to a team member
  9. Click Add

Here's what it looks like


Tips for creating effective Actions

  1. Look for themes - Focus on repeated feedback or patterns that point to broader opportunities or issues.
  2. Keep Actions clear and achievable - Each Action should be realistic, focused, and achievable within a reasonable timeframe.
  3. Stay true to the feedback - When creating Actions from comments, preserve the original intent. You can refine wording, but avoid losing the meaning of the feedback.
  4. Follow up with your team - If an Action leads to change or improvement, share the outcome. This helps close the feedback loop and encourages ongoing participation.
  5. Share ownership - Avoid ownership sitting with leaders alone. Distribute Actions across the team to build accountability and engagement.
  6. Review Actions regularly - Start team meetings by reviewing current Actions:
    1. Update progress
    2. Adjust due dates
    3. Mark completed items
    4. Identify blockers
  1. What are Actions?
  2. How to Edit Actions
  3. How to Track & Complete Actions
  4. Using the Actions View (Actions Report)

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