Use the Create bulk actions form to assign the same action to multiple managers at once. Actions appear on manager homepages and 1-on-1 agendas after assignment.
Before You Begin
- You must have access to Manage actions.
- Account admins can select any manager in the organization. Managers of managers can select only managers within their hierarchy.
- Coaching Session actions are a paid service billed separately from your 15Five plan.
Steps
- Click Actions in the left-hand navigation.
- Click the Manage actions tab at the top of the page.
- Click Create bulk actions in the top-right corner.
- Under Type, select an action type from the following options:
- Action Item — a task for managers to complete - Discussion — a talking point for managers to raise in 1-on-1s or async - Coaching Session — a paid 1-on-1 session with a certified 15Five coach - Complete Course — a course from Transform's on-demand library - Create Objective — the task of creating a Company, Group, Individual, or Self-Development OKR
- Enter an Action title. This text appears on manager homepages and 1-on-1 agendas.
- Optionally, enter an Additional description explaining context or success criteria.
- Optionally, select a Due date if the action is time-sensitive.
- Under Add Action owner, select the managers who will own this action.
- Check the Summary at the bottom of the form to confirm the total number of assignees.
- Under Visibility, choose whether the action appears in manager–direct report 1-on-1 agendas and whether direct reports can see it.
- Click Assign Actions.
After assignment, actions appear on each manager's homepage and, if configured, their 1-on-1 agendas.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| A manager does not appear in the owner search | Confirm the manager falls within your hierarchy | Account admins can search all managers; Managers of managers are limited to their own hierarchy |
| Actions do not appear on manager homepages after assignment | Confirm you clicked Assign Actions before closing the form | Reopen Create bulk actions and complete the final step |
| Visibility options are grayed out | Confirm an action type that supports 1-on-1 agendas is selected | Coaching Session and Complete Course types may not support agenda visibility — switch action types if needed |
Not Covered Here
This article covers bulk assignment only — for assigning an action to a single individual, see the article on assigning actions to individuals.
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