Insights - Actions

How to access Insights Actions

1. Navigate to your organisation, then INSIGHTS —> ACTIONS.
2. For team-level health insights, navigate to your TEAM —> INSIGHTS —>Actions.
3. In the top right-hand corner, you can use the FILTER to choose your timeframe and teams.

Key metrics

• Actions created: Total number of action items generated in the selected timeframe.
• Actions published : Total number of actions published to an integrated workflow tool (e.g. Jira).
• Actions completed: Total number of actions that were marked as completed.
• Open actions: Range showing the number of ongoing (incomplete) actions per team.
• Completed actions: Range of completed actions per team in the selected timeframe.
• Time to completion: Average time taken to complete actions.

Created actions

• The Created actions chart displays a day-by-day breakdown of action items generated across all teams.
• DOWNLOAD action items in EXCEL or CSV format.
• Download an image using the CAMERA icon.
• HOVER over the graph in the created actions chart to view the specific date and how many action items were created.

Open actions

• The Open actions chart shows the aging trend of incomplete action items.

• The color bands represents the number of days an action has been open:

  - 0–14 days (green),

  -15–30 days (yellow),

  -31–60 days (orange), and

  -61+ days (red).

• DOWNLOAD open action items in EXCEL or CSV format.
• Download an image using the CAMERA icon.
• HOVER over the graph in the created actions chart to view the specific date.

Published actions

• This chart shows the number of actions that have been published to your team’s integrated workflow tool. (e.g. Jira)
• Items which are published are not counted in open or completed action items.

Time to completion

• The Time to completion chart displays a comparative overview of how different teams perform in completing action items, measured by the average number of days taken.
• For each team, it shows the number of overdue actions, open actions, completed actions, and published actions. These are grouped into:

  • - 0–14 days (green),

    -15–30 days (yellow),

    -31–60 days (orange), and

    -61+ days (red).

• DOWNLOAD open action statistics in EXCEL or CSV format.
• Download an image using the CAMERA icon.