Adding and removing action items
Action items can be added against each idea as you discuss them in the DISCUSS step of your retrospective. They can also be added during the REVIEW step of a retrospective or as part of the overall action list that a facilitator can access from the Team Home Page.
Action lists are perpetual and carry over from one retrospective to the next so you can easily check off tasks at the start of each meeting.
All action items can have a date and owner assigned to them.
From the DISCUSS and REVIEW step, you can decide if EVERYONE CAN ADD ACTIONS or if ONLY FACILITATOR CAN ADD ACTIONS.
- Adding actions in the DISCUSS STEP
Click on an idea to open it and add the action item.
- In the REVIEW STEP
You will see a perpetual list of any action items already captured during DISCUSSION as well as any existing team actions from previous retrospectives. You can add additional items to this list during this time.
- In the TEAM HOME PAGE,
You will see an aggregated list of all action items from all retrospectives you have run. You can update, add to, modify or tick off items from this list, as well as share them with your team members.
To check off a completed action item click the ✔️ symbol.
To assign an owner for a task click the ASSIGNED TO icon.
To set a due date for a task click the DUE icon.
To remove an action Item click the┇symbol and select DELETE.