{"article":{"id":4407065067538,"url":"https://winningtemp.zendesk.com/api/v2/help_center/en-gb/articles/4407065067538.json","html_url":"https://help.winningtemp.com/hc/en-gb/articles/4407065067538-Create-an-action","author_id":387167576619,"comments_disabled":false,"draft":false,"promoted":false,"position":1,"vote_sum":-2,"vote_count":2,"upvote_count":0,"downvote_count":2,"section_id":21585489773202,"created_at":"2021-09-21T12:49:25Z","updated_at":"2026-08-19T08:57:58Z","name":"Create an action","title":"Create an action","source_locale":"en-gb","locale":"en-gb","outdated":false,"outdated_locales":[],"edited_at":"2026-08-19T08:57:15Z","user_segment_id":null,"permission_group_id":32573410308498,"content_tag_ids":[],"label_names":[],"body":"

Do you want to start working on improving or maintaining a specific temperature, or set up a plan to minimise bullying and discrimination? The actions feature allows you to set and define actions that everyone can work towards.
 

How to create an action

You can set up an action in different places in Winningtemp, either under the actions tab or in the actions section in the category dashboard.
 

From the actions page:

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  1. Go to the Actions page in the left navigation field
    2. \n
  2. Click Create Action\n
    3. \n
  3. Read below on how to complete the action
    4. \n

\"Img_1.png\"

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From the category dashboard:

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  1. Go to the temperature page in the left navigation field
    2. \n
  2. Click on the temperature you want to see more information about to access the category dashboard
    3. \n
  3. Scroll down to find the actions section
    4. \n
  4. Click Create Action or use the plus sign you'll find in various places in the category dashboard
    5. \n
  5. Read below on how to complete the action
    6. \n

\"Actions.png\"

Decide if you want to set up a quick action or a more detailed action plan.

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Create a quick action

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  1. Click Quick action\n
    2. \n
  2. Pick a category for the action. If you start the action from a focus area, it will auto-populate
    3. \n
  3. Decide between a predefined action, a previously created internal action template, or create a custom action in the free text field
    4. \n
  4. Click Next\n
    5. \n
  5. Select the target group. The target group will auto-populate if you create an action from a category
    6. \n
  6. Select if the action should be private or visible to others (see the image below)
    7. \n
  7. Select a responsible user for the action
    8. \n
  8. Select a Date for when you want the action to end
    9. \n
  9. Click Finish.
    10. \n

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Create an Action Plan

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  1. Click Create an Action Plan\n
    2. \n
  2. Summarize your action plan in one sentence under \"What will you work with?\"
    3. \n
  3. Write tSummarisehe purpose of the action plan and what you want to achieve
    4. \n
  4. Define the category you'd like to focus on, for example, leadership
    5. \n
  5. Select the target group. The target group will auto-populate if you create an action from a category
    6. \n
  6. Select if the action should be private or visible to others (see the image above)
    7. \n
  7. Click Next\n
    8. \n
  8. Pick a predefined action, a previously created internal action template, or create a custom action in the free text field
    9. \n
  9. Click Next\n
    10. \n
  10. Select a responsible user for the action
    11. \n
  11. Set a due date\n
    12. \n
  12. \n

    Click Finish.

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    13. \n
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