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Actions Guide for Members

Coming in late May/mid-June 2023- We encourage you to use the Actions feature within the BetterUp platform to help you track your next steps between coaching sessions.  You can use this dedicated space to track actions to take towards goals, or tasks you've identified with your BetterUp Coaches at the end of a session.  Your coaches will be able to view this information as well to help you stay accountable. 

To learn more about Goals, please review this Help Center article.  

Adding/Creating Actions

To add or create an action, you can do so by following these simple steps:

  1. From the BetterUp home page, scroll down to the What you're working on section
  2. Click + Add action
  3. Enter a title for the action in the upper text box
  4. Enter a note or description of the action in the lower text box 
    1. The date is optional, but you can click the calendar icon to select a target date if that has been discussed. 
  5. Click Save

Please note that your coaches can also add, edit, or delete an action they make in partnership with you, but they can’t delete, or mark a member-made action as complete.  Actions will be sorted by the date added, and the most recently added action or goal will show up first under the What you're working on section of your BetterUp home page.

We encourage you to review your Actions with your BetterUp Coaches as they are here to support you in making meaningful progress on skills and topics that matter most to you in work and life. Priorities can shift, so it's important to note that you can adjust these actions at any time.

Editing or Deleting Actions

To edit or delete an action, you can do so by following these simple steps:

  1. From the BetterUp home page, scroll down to the What you're working on section
  2. Click the three dots (...) next to the action you would like to edit or delete
  3. Select Edit or Delete depending on what you would like to do
    1. If editing, be sure to click Save to solidify the changes.
    2. If deleting, you will be asked to confirm, as this action cannot be undone.  Click Delete if you wish to continue with deleting the action or click Cancel if you want to cancel deleting the action.

Please note that coaches can add, edit, or delete an action that they make, but they delete or mark a member-made action as complete. Members can edit, delete or mark actions they make or their coaches make as complete.

Marking Actions as Complete

Only BetterUp Members can mark their actions as complete.  To mark an action as complete, you can do so by following these simple steps:

  1. From the BetterUp home page, scroll down to the What you're working on section
  2. Click the box of the action that you would like to mark as complete
  3. Upon marking an action as complete, you will see the following pop up (pictured below).  From this pop up, you can click View completed actions > to see all of your completed actions.

If you still need to continue working on your action after marking it as complete, please do the following:

    1. Click See completed > from the What you're working on section of your home page
    2. Click on the checked box of the action you would like to continue working on and it will immediately return to the What you're working on section of your home page

Locating Completed Actions

Only BetterUp Members can mark their actions as complete.  To mark an action as complete, you can do so by following these simple steps:

  1. From the BetterUp home page, scroll down to the What you're working on section
  2. Click See completed > from the What you're working on section of your home page
  3. You can then view all of your completed actions and their completion dates

Actions & Confidentiality 

Your actions and goals will be saved to tailor your coaching experience.  This includes sharing this information with all of your coaches.  We will not share your individual responses with your employer, but they may be shared as aggregated and anonymous reporting.

We take confidentiality very seriously and do not release personal information to your employer, even if they are paying for the service. The employer knows our confidentiality policy and knows that coaching is a safe space that helps foster real, meaningful growth. No personally identifiable information will be shared with your employer, meaning they won’t know what skills you're working on, what you've shared with your coach(es), or what kind of progress you are personally making. We will only share basic usage statistics with your employer related to whether or not your account is active for billing purposes.

Only aggregated data is sent out to the partner for all programs on the BetterUp platform. Data is never displayed at an individual level and is completely anonymous. Please note that aggregated information is only shared if there is enough data recorded to ensure the anonymity of each individual. Please note that the employer information shared above pertains only to BetterUp Members on corporate-sponsored accounts, and not to our BetterUp Direct Members as they are not part of an employer-sponsored program. 

Here is a link to our Privacy Policy for additional information.

If you have any additional questions or feedback related to the goals or actions feature, please don't hesitate to contact our Customer Support team! 

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