What are the steps?
- Use Create → An action plan in the top bar, or open My work → Action plans and select New action plan. Choose Guided or Quick.
- Name the outcome. Write your own steps or start from a published checklist; each plan keeps its own copy.
- Add short instructions. For longer work, organize steps into phases or sections and add useful dates or links.
- Assign it to yourself, or to an enabled teammate if you are an administrator. Add a target date and optionally link a HubSpot record.
- Review and create the plan. Its assignee can complete or uncheck steps in the web app or the extension’s Plans tab.
What does it look like in practice?
- Example
“Prepare Acme’s renewal” → review usage → confirm a meeting → send the proposal. Assign it to the account owner.
What should you keep in mind?
What does a good action plan look like?
- Good
Prepare the Horizonte renewal meeting. Review last quarter’s usage, confirm who decides and send the proposal before Thursday.
- Could be better
Improve the account. No steps, no date and no outcome anyone can review.