Most actions belong to a team. A manager reads their results, decides what to do about them, and owns the follow-through.
Some actions don't work that way. A leadership development programme, a reworked internal communications plan, a fairness and inclusion review - these are decided centrally and apply across the whole organisation. Those are organisation-wide actions.
They sit alongside local, manager-led actions rather than replacing them, and they are treated differently in a few important places. They can only be added by Dashboard Super Users and Senior Managers.
Adding an organisation-wide action
Use the Add organisation-wide action button. You'll find it beneath the alignment cards on the Insight tab, and on the Organisational action alignment card's empty state if you haven't added one yet.
From there the action works like any other: give it a clear title, a named owner and a realistic due date.
Who can see and edit them
Organisation-wide actions are shared between super users. All super users on the dashboard can see each other's organisation-wide actions, and any of them can edit any of them - including ones they didn't create.
That's deliberate: a central initiative usually needs more than one person able to keep it moving. It does mean it's worth agreeing between you who is looking after what, so two people don't rework the same action in different directions.
You choose who else sees it. When you add an organisation-wide action you set its visibility to one of three levels:
Visibility | Who sees the action |
Just me | Only you (plus other super users, who can always see it) |
Senior managers | Super users and senior managers |
Everyone | All users on the dashboard, including managers |
Pick "Just me" while you're still drafting or waiting on a decision, then open it up when it's ready to be seen. Set it to "Everyone" when you want the action itself to be part of the message - visible proof that the organisation is doing something about the feedback.
Why they're excluded from participation and status in Action Insights
Participation rate answers a specific question: are our managers engaging with their own results? A central initiative doesn't tell you anything about that - and if it were counted, one organisation-wide action could make local take-up look healthier than it is.
The same reasoning applies to the Status chart and to Action activity. All three are deliberately measuring local action planning.
Organisation-wide actions are not hidden as a result. They appear on the All actions board, they are grouped into the Organisation row in the owner table (which is separate from Unassigned), and they are the entire basis of the Organisational action alignment card.
Common questions
I added an organisation-wide action but the participation rate hasn't changed. That's expected. Participation rate counts only local actions, so it measures whether managers are acting on their own results.
Why is my organisation-wide action showing under "Organisation" instead of my name? All organisation-wide actions are grouped into a single Organisation row in the Actions (owner) table, so they don't distort per-owner progress scores.
Can everyone see them? Other super users always can. Beyond that it depends on the visibility you set: Just me, Senior managers, or Everyone. You can change it later.
Someone else has edited an action I created. Any super user can edit any organisation-wide action, by design — they're a shared central list rather than personal ones. If that's causing problems, agree between you who owns which action.
A manager says they can't see an organisation-wide action. Check its visibility. If it's set to "Just me" or "Senior managers", managers won't see it.
Do organisation-wide actions appear on the bubble chart? Only if they're linked to a survey question. Anything not linked to a question sits in the "actions not linked to questions" bubble in the All questions view.
Why is the Organisational action alignment card blank when my other Insight cards work? Each Insight card has its own prerequisite. This one needs at least one organisation-wide action. You'll also see nothing generated on any Insight card if you have "All dashboards" selected - these cards need a single dashboard.