Mutual Action Plans (MAPs) in emlen

Plan, align and track every step of a deal together with your buyer — directly inside your emlen Destination.

A Mutual Action Plan (MAP) is a shared, structured to-do list that you and your buyer work through together to reach a common goal, for example a successful onboarding or go-live. In emlen you can now add a MAP as its own page inside any Destination. It is organised into milestones (phases such as "Kickoff" or "Rollout") that each contain actions (individual tasks). Every action can have an assignee, a due date, a description and a comment thread, so responsibilities and timelines are clear on both sides. As tasks are checked off, each milestone shows a live completion percentage, and the overall MAP progress is also visible in your Destinations overview.

Use cases: when to use a MAP

A Mutual Action Plan is useful whenever you and another party need to work through a set of steps toward a shared goal. Common scenarios include:

1. Add a Mutual Action Plan to a Destination

You add a MAP while editing a Destination. In the Edit destination screen, look at the Content to distribute panel on the right. Click the Add button (marked with a pink New badge) and choose Mutual action plan. A new "Mutual action plan" page is added to the list of content the buyer will see, shown with a pink checklist icon.

1. Open the Destination and click Edit (or create a new Destination).
2. In the Content to distribute panel on the right, click Add (the button with the New badge).
3. Select Mutual action plan from the menu.
4. A Mutual action plan page appears in the content list — it can be reordered like any other page.

Description of the screen for reference: the left panel is the Content hub items library with a search bar and filters (Owner, Tags, Formats, Language). The right panel, Content to distribute, lists everything the buyer will receive — here a "Welcome!" page, the new "Mutual action plan" page, and folders. The top bar shows Changes unsaved; click Save changes (top right) to keep the MAP on the Destination.

2. Build the plan: milestones and actions

Click the MAP page to open the Edit mutual action plan editor. Here you structure the plan into milestones and add the individual actions for each one.

What you can do in the editor

• Allow buyers to edit MAP — a toggle at the top. When OFF, buyers can view the plan and tick off tasks but cannot change its structure. When ON, buyers can also add and edit milestones and actions themselves.
• Add milestone — the button in the top-right header creates a new milestone (phase). Give it a name in the Enter milestone title field. Each milestone shows a progress bar and a % completed value.
• Add action — the link under each milestone adds a task to that milestone. Type the task name in the Enter action title field.
• Assignee — the person icon on an action lets you assign it to a team member or contact. Assigned people are shown by their initials (e.g. CW).
• Due date — the calendar icon on an action sets a deadline (e.g. Jul 17).
• Reorder — use the up/down arrows on a milestone to change its order, and the drag handle (the dotted grip on the left of an action) to reorder actions.
• Remove — the red minus icon removes a milestone; the three-dot menu on an action lets you edit or delete it.
• Clear page — resets the whole plan. Save stores your changes.

3. Add details and comments to an action

Open an action (via Expand or the three-dot menu) to reveal a detail panel on the right. This is where you add context and collaborate on a single task.

The panel contains:

• Details — the Assignee (here shown as CW) and the Due date (here Jul 17).
• Description — a free-text field ("Add a short description") for instructions or context about the task.
• Comments — a discussion thread on the task. When empty it reads "No comments yet. Add one to start the discussion." Use the Write a comment box at the bottom, including @ mentions, to keep the conversation attached to the task itself.

4. The buyer's view

Inside the Destination, the buyer sees the Mutual action plan as a page in the left navigation (with a pink checklist icon). Opening it shows the same milestones and actions you created, each with a progress bar. Buyers tick the checkbox next to an action to mark it done; completed actions are shown with a strike-through, and the milestone's % completed updates immediately.

From this view the buyer can also Open chat, Meet their contact, Invite Others from their team into the Destination, and — if you enabled Allow buyers to edit MAP — use Edit, Add milestone and Add action to shape the plan themselves. This makes the plan genuinely mutual: both sides keep it up to date.

5. Track MAP progress across all deals

You don't need to open each Destination to see how plans are going. In the Destinations overview, a dedicated MAP progress column shows the completion of each Destination's Mutual Action Plan at a glance. Destinations without a plan show No MAP; those with one show a progress bar and percentage (e.g. 50%).

Because MAP progress sits next to signals like Buyer engagement, Visitors, Contacts and the linked CRM deal, you can quickly spot which deals are moving and which have stalled, and follow up where a plan isn't progressing.

Glossary

Mutual Action Plan (MAP)

A shared, structured plan inside a Destination that seller and buyer work through together, made up of milestones and actions.

Milestone

A phase of the plan (e.g. Kickoff, Rollout) that groups related actions and shows its own completion percentage.

Action

An individual task within a milestone. Can have an assignee, due date, description and comments.

Assignee

The person responsible for an action, shown by their initials (e.g. CW).

Allow buyers to edit MAP

A toggle that, when enabled, lets buyers add and edit milestones and actions — not just tick them off.

MAP progress

The completion percentage of a Destination's MAP, shown both inside the plan and as a column in the Destinations overview.

emlen — Mutual Action Plans. For questions, reach out to your emlen contact or use the in-app chat.