---
title: "Build a Mutual Action Plan in a Deal Room"
slug: "/help/deal-rooms/mutual-action-plan"
topic: "deal-rooms"
last_updated: "2026-06-05T08:24:19.613Z"
---

## **About This Feature**

A **Mutual Action Plan (MAP)** is a shared, collaborative checklist built inside a Deal Room that aligns sellers and buyers on what needs to happen — and by when — to move a deal forward. MAPs are organized into **stages** (e.g., _Discovery_, _Evaluation_, _Procurement_) that each contain a list of **tasks** with owners, descriptions, links, and due dates. Sellers and buyers can update tasks in real time so progress is always visible to everyone in the room.

### **Snapshot 📸**

**Feature Status:** Included with Deal Rooms (Add-On)

**Role Access:**
**Edit MAPs in a template or deal room:** Admin, Editor, Presenter
**View & update tasks as a buyer:** Any Deal Room participant

**Location:** Inside any [Deal Room](/help/deal-rooms/getting-started) — open the **Mutual Action Plan** tab.

---

## **What's in a Mutual Action Plan**

Every MAP is made up of two building blocks:

- **Stages** — Group tasks into phases of the deal (for example, _Kickoff_, _Technical Validation_, _Legal_). You can add, rename, reorder, and delete stages.
- **Tasks** — Action items inside a stage. Each task supports:
  - A **name**
  - A rich-text **description**
  - One or more **links** (URLs to demos, docs, recordings, etc.)
  - A **due date**
  - A **completion checkbox** that any participant can toggle

---

## **Quick Start Guide**

### **Add a stage**

Open the **Mutual Action Plan** tab in your Deal Room (or Deal Room template) and click **Add stage**. Give the stage a clear, deal-phase name like _Discovery_ or _Procurement_.

### **Add a task**

Inside any stage, click **Add task**. Enter the task name, and (optionally) expand the task to:

- Add a **description** with formatting, lists, or inline links
- Attach one or more **links** to supporting content
- Set a **due date**

### **Reorder stages and tasks**

Drag a stage handle to reorder stages in the plan, or drag a task to move it within a stage or to a different stage.

### **Mark tasks complete**

Click the checkbox next to a task to mark it complete. The completion timestamp is recorded so both sides can see when work was finished. Click again to re-open the task.

### **Edit or remove items**

Hover any stage or task to rename, edit, or delete it. Removing a stage also removes the tasks inside it.

---

## **Collaborating with Buyers on a MAP**

MAPs are designed for buyer + seller collaboration:

- Buyers added to the Deal Room can check off their own tasks, edit descriptions, and add links — no Walnut seat required.
- Any change shows up in the Deal Room's **Updates** tab for other participants (your own edits do not appear in your own Updates feed).
- Use [Deal Room Comments](/help/deal-rooms/getting-started) on a specific MAP task to ask a question or @mention a stakeholder in context.

---

## **MAPs in Templates vs. Live Deal Rooms**

You can pre-build a MAP inside a **Deal Room template** so every new deal starts with a consistent plan (e.g., a standard pre-sales playbook). Once a Deal Room is created from a template, its MAP becomes **independent** — editing the template's MAP later will not change MAPs in deal rooms that already exist.

---

## **FAQs**

**Can buyers edit the MAP without a Walnut account?**
Yes. Anyone with access to the Deal Room can toggle task completion, edit task details, and add links.

**Do MAP tasks sync to my CRM?**
Deal Room engagement (including MAP activity) surfaces in Salesforce and HubSpot when those integrations are connected. See [Deal room insights and analytics](/help/deal-rooms/insights-and-analytics).

**What happens to the MAP if I duplicate a Deal Room?**
The duplicated Deal Room gets its own independent copy of the MAP, including all stages, tasks, and due dates.

---