Overview

There are a variety of actions that can be completed on Actions. Most actions can be found by accessing the kebab menu (3 dots) in the upper right-hand corner of an Action. 

Copying Actions

Copying an Action allows you to create the same Action multiple times, and delegate it to different team members or Workstreams.

To copy an Action:

• Double-click open an Action and click the kebab menu (3 dots) in the upper right-hand corner.
• From the dropdown menu, select Copy. 
• Select a Workstream, owner and due date, and then click Add (You can copy an Action as many times as needed).
• Click Save to create the copied Action.

Mirroring Actions

If you want to track the progress of an Action on another Workstream, you can mirror it just like a Key Result. Mirroring will make all updates to the Action visible to those that have permission. The Action Owner, as well as Managers and Co-Managers of the Teams where the Action is mirrored, will have access to create and make changes to the Action (i.e. status, effort, owner).

Please note you can only mirror AIs that are a part of Custom Workstreams.

To mirror an Action:

• Double-click open an Action and click the kebab menu (3 dots) in the upper right-hand corner
  
  • Note: The ability to mirror is only present in the full view of the Action.
• Select Mirror Action from the dropdown menu.
• Click the '+', then search for the Workstream and associated column. (Please note you must also be a member of the Team receiving the mirrored AI).

   

  
  

   

• Select Add and then Save to lock in your changes.

The Action will now be present on the other Workstream, and users from both Workstreams will be able to view and add comments to the Action.

Repeating Actions

Actions can be set to recur daily, weekly, biweekly, monthly, or yearly. This is helpful if you have recurring tasks to complete where an AI will be automatically generated.

To set an action to recur:

• Double-click open an Action and click the kebab menu (3 dots) in the upper right-hand corner.
• Select Repeat from the dropdown menu and choose the recurrence interval and frequency.
• Click Save to lock in your changes.

Please note: not all of the instances of the action will be generated at the same time — the next instance of the action will be generated when the due date of the previous action passes.

To stop a recurring Action:

• Double-click open an Action and click the kebab menu (3 dots) in the upper right-hand corner
• Select Repeat from the dropdown menu.
• Click Stop repeat and then Save.

Delegating Actions

You can easily share work with other members of your team by delegating them an Action where you'll will automatically be notified if your teammate attaches files, edits notes, or changes the status. This is a great way to hand a task or project back and forth as steps are completed, to return completed work back to your manager for review.

To delegate an Action:

• From the Action pop-out:
  • Double-click open an Action.
  • Click the owner field in the upper left-hand corner to populate a dropdown list.
  • Select a new assignee from the list, or use the search field to locate another user.
• From List View in a Workstream:
  • Select the List View tab within a Workstream.
  • Click on your name in the Owner column.
  • Select a new assignee from the list, or use the search field to locate another user.

Pinging for Updates

Once you've delegated an Action, you can ping the user to get a status update. 

To ping a user for an AI update:

• Double-click open an Action and click the kebab menu (3 dots) in the upper right-hand corner.
• Select Ping for Status.

The owner of the Action will receive a notification and an email asking them to update their status.