Team action insights
Account and Program Administrators are able to see the actions, as well as the status of all the teams in a more visual manner. Use these to help manage impediments, velocity and to ensure that there are follow-throughs on meeting outcomes.
At the account or team HOME page, click the INSIGHTS —> ACTIONS tab
and you will be presented with a range of different metrics to better understand how your teams are managing their action items. These metrics include:
- The number of Created actions overtime.
- The number of Open actions over time.
- The number of Published actions over time.
- Time to completion bar graphs which will show the following:
- OVERDUE: These are the number of actions that are open and beyond the due date.
- OPEN: These are the number of actions that are not yet completed, including overdue actions, categorized by days.
- COMPLETED: These are actions that have been marked as completed by the team categorized by days.
- PUBLISHED: These are the number of actions that have been integrated into the team's workflow tool and have been published to that tool.
The default sorting order of the data is in Descending order of open action items.
2. Click on each column header to sort the data based on that column in descending or ascending order. For example, clicking on the COMPLETED column.
3. You can download the data as an EXCEL or CSV file, each offering the corresponding data in designated columns. Or, DOWNLOAD AS IMAGE in a .png format.
