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Activities and timeline
Plan activities and view the timeline

Plan activities and view the timeline

Plan how you'll support people through change

Published on October 20, 2026
Who this is for: Users who can edit an initiative
Activities are what you do to help people through the change: training, communications, engagement sessions and more.

Add an activity

Click Add activity
Click Add activity
Choose an intervention, add a title and set time away from normal work
Choose an intervention, add a title and set time away from normal work
  1. Open an initiative and choose Activities.
  1. Click Add activity.
  1. Choose the activity type, add a name, dates and owner.
  1. Link the audiences and impacts it supports.
  1. Set the time it takes per person, so ChangePlan can show the activity burden on each audience.
  1. Save.

Import activities in bulk

  1. Open the initiative and choose Activities.
  1. Click Import and download the template.
  1. Fill in one row per activity, then upload the file and check the summary.
For what to put in each column, see Import data with Excel templates.

View activities across all initiatives

Switch between Upcoming and Completed
Switch between Upcoming and Completed
Use Activities in the left menu to see every activity you have access to in one list.

View the timeline

See every initiative over time
See every initiative over time
Use Timeline in the left menu (or inside an initiative) to see activities and key dates over time.

Check activity burden

See how much activity lands on each audience
See how much activity lands on each audience
The time per person you enter adds up in the Activity Burden report, showing which audiences have the most activity landing on them. See Find and export reports.

Duplicate activities

  • When you create an activity, click Save & Duplicate to start a copy straight away.
  • To copy existing activities, select one or more in the activities table and use the duplicate action. You can copy them to another initiative, keep the targeted audience and deliverers, and set a new due date.
Duplicating saves time for recurring activities such as phased training, repeated communications or rollouts across regions.

Add your own activity types

  • To use a one-off type, type a new name in Activity type and press Enter. It applies to that activity only.
  • Admins can add permanent types for everyone in Settings > Initiative > Custom activity types.

Use timeline views and milestones

  • Inside an initiative, the timeline can group activities by Phases, Activity type or Audience. Use the Scale dropdown to zoom in or out.
  • Click Edit milestones to add a single-date milestone (a light blue vertical line) or a date-range milestone (a transparent bar). Use the toggle to hide milestones when you want a clearer view.
  • Click Export Image to save the timeline as an image for updates and presentations.

Still stuck?

Email support@changeplan.co with a screenshot of what you see, and we’ll help.
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