Mirroring Action Items

Introduction

When you want to track the progress of an Action Item on another Workstream you can Mirror it just as you would a Key Result.

 

All updates to the Action Item are visible, as the Mirror is essentially the same Action Item, represented visually in two places at the same time.

Who can make changes to the Mirrored Action Item (status, effort, owner, etc.)? Managers & Co-Managers of the Teams where the Action Item is Mirrored and the Action Item owner.

 

In order to Mirror an Action Item, you must be the owner of the Action Item or a Manager or Co-Manager on the Team. You can then Mirror the Action item to a Team Workstream that you have access to.

 

Steps

  1. Open up the Action Item you wish to mirror by double-clicking it.
    • Note: The ability to mirror is only present in the full view of the Action Item.
  2. Click on the Kebab
  3. Select Mirror Action Item

     

     

  4. Search for and Click the column on a Custom/Create your Own Workstream, to mirror this Action Item to.

     

     

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

     

     

 

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