What is an Action Plan?

The Action Plan (also called a MAP, or Mutual Action Plan) is a shared plan inside your Deal Room that keeps both sides aligned on what needs to happen to move a deal forward or complete an onboarding. It's built from milestones and tasks, with owners, deadlines, and progress visible to everyone in the room. Both sellers and buyers can act on it directly.

At the top of the Action Plan, a milestones bar shows every milestone as a dot on a horizontal line. Each dot shows the milestone name and how many tasks are complete – for example, 4/4 or 1/3. The plan's target date appears at the top right.

Completed milestones show as filled green dots. The current milestone is highlighted with an open circle. Hidden milestones appear as a greyed-out eye icon.

This gives both seller and buyer a read on where the deal stands before scrolling into any task.

Milestones are the high-level phases of your plan, for example, Discovery, Legal review, Procurement, Kickoff.

Each milestone can have a status, a deadline, and tasks collapsed inside it. Milestone statuses update automatically as work progresses:

You can also set statuses manually. Changing a milestone's status doesn't affect the individual tasks inside it.

Tasks are the specific actions inside each milestone. Each task can have:

To update a task's name, owner, due date, or status, click directly on it in the plan. You don't need to open a side panel.

You can attach one or more requirements to a task that buying-side participants must complete before they can mark it done. Each requirement needs a label so the assignee knows exactly what's expected.

Five types are available:

The task owner is also the requirement assignee. Changing who owns a task changes who the requirement is assigned to.

Buying-side participants must complete all requirements before they can mark a task done. Selling-side participants can mark tasks done regardless.

Files uploaded through a requirement appear automatically in the Deal Room's Files page. Removing a file from either place removes it from both.

Use the status chips at the top of the task list to quickly filter by Completed, In progress, Not started, or Overdue. For more granular filtering, use the Filter button.

The Filter menu lets you narrow by:

You can hide any milestone or task from the buying side. Hidden items remain visible and editable for sellers.

To hide a milestone, open its ⋯ (More) menu and select Hide milestone. Hidden milestones appear as a greyed-out eye icon in the milestones bar at the top.

To show a hidden milestone, open its ⋯ (More) menu and select Show milestone.

The same controls are available at the task level.

The Action Plan is visible in published Deal Rooms and can be used by room owners, collaborators, and invited participants (buyers). Buyers can complete tasks, complete requirements, add comments, and track progress directly in the plan.

Once enabled in the Deal Room settings, the Action Plan appears as its own page in the Deal Room navigation.

You can ask AI to create an Action Plan from your deal context, add or update milestones and tasks, assign owners, and add requirements to specific tasks. After meetings, AI can review what was discussed and suggest updates to the plan. You review suggestions before anything changes.