Action Items help you stay organized, manage your workload effectively, and keep projects on track.
They’re typically short-term tasks linked to Objectives, Measures, or Initiatives—ensuring that every strategic goal has clear, actionable next steps.
Adding Action Items from the Manage Elements Page
From the left navigation, click Elements.
Select Action Items.
Click + Add Action Item.
Enter a Name (e.g., Export NPS Quarterly Report).
Assign an Owner from the dropdown menu.
Set a Start Date and End Date.
Click Save.
💡 Action Items can be added to any Scorecard where you have permission. Once created, they appear instantly across your Scorecards and linked reports.
Adding Action Items from a Detail Page
Adding Action Items directly from a Detail Page automatically links them to the element you’re viewing—perfect for quick, meeting-based to-do tracking.
From the left navigation, click Elements.
Select the element type (e.g., Initiatives).
Open the element you want to work with (e.g., Redesign Employee Satisfaction Survey).
Click the kebab menu (⋮) and select Edit Element.
Navigate to the Links tab.
Click on the Add & Link dropdown and select Action Items.
Click the Plus icon.
Enter a Name (e.g., Complete NPS Training).
Assign an Owner.
Set a Start Date and End Date.
Click Save.
📚 Learn how to add elements to the Detail Page layout—like the Action Item you just created.
See our article Element Detail Pages under Detail Page Layout.
💡 When added from a Detail Page, the Action Item is automatically linked to that Objective, Measure, or Initiative.
Editing an Action Item
Click the kebab menu (⋮) and select Edit Element.
Use the tabs in the right-hand drawer to make your changes:
Edit Fields – Edit permanent fields (e.g., Name, Owner, Tags, Start and End Date).
Update Fields – Modify details for the current reporting period (e.g., Status and Comments).
Links – View or manage connections to other elements like Objectives, Measures, or Initiatives.
Notifications – Adjust alert preferences for when changes occur.
Click Save.
💡 Use Update Fields for progress updates each period and Edit Fields for ongoing task details.
Bulk Editing Action Items
Check the boxes beside the Action Items you want to update.
Click Edit Multiple from the toolbar.
Select the fields to update and apply your changes.
Click Save.
💡 Bulk editing lets you quickly update owners, due dates, or statuses for multiple Action Items at once.
Linking Action Items to Other Elements
Navigate to the Links tab.
Click Link Element.
Select the element type (e.g., Objective, Measure, Initiative).
Choose the specific element you want to link.
Click Save.
💡 Linked Action Items appear automatically on the associated element’s detail page, ensuring transparency and accountability across your strategy.
Tracking and Completing Action Items
Navigate to the Update Fields tab.
Update Status and Comments.
Click Save.
💡 Statuses such as “In Progress” or “Completed” automatically roll up to reports and dashboards, helping teams monitor progress at a glance.
Deleting or Duplicating an Action Item
From the Manage Elements page
Click the kebab menu (⋮) next to the Action Item.
Choose Delete or Duplicate.
Follow the on screen instructions depending on what you selected.
⚠️ Deleting an Action Item permanently removes it from your account and any linked elements or reports.