The retrospective process - DISCUSS and ADD ACTIONS

The Discuss step helps you and your team explore key ideas one by one and turn them into meaningful action items.

Choose how to discuss ideas

• DISCUSS ALL ideas if you have not used voting or if you want to show all ideas.
• DISCUSS ALL WITH VOTES to show only ideas that were assigned votes.
• DISCUSS TOP-N VOTED lets you discuss the highest voted for ideas. You can select how many ideas to discuss, such as the top 10.

Organize your discussion flow

Use the SORT BY options to adjust the order in which ideas appear:

• ORIGINAL ORDER - Lists ideas in the order they were added.
• SORT BY VOTES - Lists ideas in order of highest votes to lowest. 
• SORT BY WHO ADDED - Lists ideas in order of who added them.
• SORT BY TOPIC THEN VOTES - Lists ideas by individual topics first, then by the highest votes.
• SORT BY TOPIC THEN WHO ADDED - Lists ideas by individual topics first, then by who added them.

• RANDOMIZE ORDER - Ideas are shown in random order.

  

Facilitate rich conversations

• Participants can add COMMENTS under each idea to dive deeper or share additional thoughts, especially helpful for remote team members.
• Click the idea or use PRESENT mode to add comments.

• You can add action items or propose actions and assign them priorities, due dates, and owners.

Decide who can add actions

You can choose which meeting participants can add action items.

• FACILITATORS CAN ADD ACTIONS – only facilitators add actions.
• EVERYONE CAN ADD ACTIONS – all participants can create actions. These are committed immediately.
• EVERYONE CAN PROPOSE ACTIONS – participants can propose actions that the team can review. The facilitator can then accept or reject the suggestion.

• You can also use AI to SUGGEST ACTIONS based on your ideas. These can also be accepted or rejected by the facilitator.

Syncing screens to facilitate discussion

• Use PRESENT mode to synchronize everyone’s screens so the team can discuss the same idea together.

Parking ideas

• If a discussion runs long or needs to be deferred, select PARK THIS IDEA. The idea moves to the PARKING LOT for possible discussion later.

• If there’s not enough time to revisit it, the idea stays parked and automatically carries over to your next meeting and your team dashboard, ensuring it is not lost.

Once finished, you’ll be ready to move on and REVIEW all your outcomes.