Add and Remove Actions
Action items are key to continuous improvement and can be captured
- Against a specific idea in a meeting during the DISCUSS or REVIEW phase
- At any time during a meeting in the ACTION sidebar
- On the team HOME page.
All action items from both retrospectives and health checks are added to the team's action list and carry over on a perpetual basis until deleted, completed, or published. This helps you keep track of what actions are still open and outstanding and improves overall accountability. TeamRetro's perpetual action list and ACTION sidebar lets your team review action items before, during, or after your meeting.
All action items can have a date and owner assigned to them.
CAPTURING ACTIONS DURING A MEETING
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.
CAPTURING ACTIONS ON THE TEAM HOME PAGE
You will see an aggregated list of all action items from all meetings you have run. You can update, comment, add to, modify or tick off items from this list, as well as share the list with your team.
To check off a completed action item click the ✔️ symbol.
To assign an owner for an action click the ASSIGNED TO icon.
To set a due date for an action click the DUE icon.
To remove an action, click the┇symbol and select DELETE.
From this drop-down menu, actions can also be changed into team agreements by clicking CONVERT TO TEAM AGREEMENT.
CAPTURING ACTIONS ON THE SIDEBAR
Action items can also be captured on the Action Sidebar at any step of the meeting. It will also show you the previous actions that the team has come up with as a reference source.
Adding actions here is not linked to a specific idea.
The Action Sidebar is useful for referring to at the start of the meeting to check off previous items that have been done, or to capture general actions that are not linked to a specific idea. They can also be PROPOSED by either a facilitator or by everyone with a straw poll vote before it is ACCEPTED.
It is a handy reference to see all accepted, proposed, open, completed, or rejected actions for the team at any time, while still allowing you to capture additional actions and comments on those actions.