Add and remove actions
Actions can be captured at multiple points and can also be assigned a priority, due date and owner.
Actions can be added:
- During a meeting.
- From the ACTIONS side bar.
- Before or after a meeting from the Team HOME page in the perpetual action list.
For each action identified, you can assign HIGH, MEDIUM or LOW priority. You can also include a target date for an action to be completed and assign one or more members who own the action.
TeamRetro automatically pulls all the action items across all meetings into a single list for the team, which can be reviewed in the ACTIONS sidebar at any time during the meeting. This helps you keep track of which actions are still open and to help remove any impediments.
You can allow people to simply add an action, or propose actions to others before it is accepted.
Capturing actions during a meeting
Actions can be added at anytime on the ACTIONS side bar or during the DISCUSS and REVIEW steps.
From the DISCUSS and REVIEW step, decide if:
- FACILITATORS CAN ADD ACTIONS
- EVERYONE CAN ADD ACTIONS
- EVERYONE CAN PROPOSE ACTIONS or,
- If you want AI to SUGGEST ACTIONS (if ideas have already been submitted).
In the DISCUSS step, click on an idea and either add, propose, or accept/reject the AI suggested action item. This will link this action to the idea.
In the REVIEW step. You will see a perpetual list of any action items already captured during the discussion and any existing team actions from previous meetings. You can add or edit actions and review the full set of actions. GROUP BY IDEA so that you can see which actions were proposed/added under specific ideas.
Capturing actions in the sidebar
Action items can also be captured on the ACTIONS sidebar at any step of the meeting. Adding actions here are not linked to a specific idea.
The Action sidebar can be a useful reference at the start of the meeting to check off previous items that have been done, or need to be followed up on. 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.
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 and SHARE the list with your team.
- To check off a completed action item, click the ✔️ symbol.
You can set or change the priority level of an action.
You can also assign or change an owner for an action and set a due date.
- To remove an action, click on the Action, then click on the DELETE icon.
