An action is a commitment: someone agreed to do something by a date. Most actions come out of meetings. Open the list from the project menu: RAID, then Actions. The page is called Action items.
What it's for
The list keeps promises visible so nothing is forgotten between meetings. Four cards sit at the top: Total open, Overdue, Completed this week and Top assignees, which shows who holds the most open actions.
Before you start
Before you add an action
- Your role can create actions
- You can describe the action in a sentence
- You know who will do it and by when
- Optional: the meeting it came from and the task it supports
How to add an action
- Start a new action
On the Actions tab select New action.
- Describe it
Enter the Description. This is the only required field.
- Assign it
Fill in Assigned to, Due date, Priority and Status.
- Link it
Optionally pick the Source meeting and a Linked task.
- Save
Select Save action. The app gives it an ID such as ABC-ACT-021.
You can also add actions while you write up a meeting. Open the meeting, go to Action items and select Add action. The action is linked to that meeting automatically. See Meetings and minutes.
How overdue works
You never have to mark an action overdue. When the due date has passed and the action is not Completed or Cancelled, the app shows it as Overdue: it moves into the Overdue group, its due date turns red, and it counts on the Overdue card. Filtering by the Overdue status matches the same rule.
How to close actions
- To close one action, open it and set Status to Completed or Cancelled. A Resolution notes field appears so you can record what was done. A completed action also shows its Completed date.
- To close several at once, tick the box at the start of each row (or Select all), then select Mark complete at the top of the page. The button shows how many you have picked.
Completing an action assigned to you
Consultants and stakeholders can add actions but not edit them. They can still close their own. Open an action that is still open and whose Assigned to holds your name or email. A note says it is assigned to you. Add an optional Completion note saying what was done, then select Mark complete. The action is marked Completed with today's date. You cannot change its other fields, and once it is closed only someone who can edit actions can reopen it.
Reading the list
The main table groups actions by status: Open, In progress, Overdue, Completed and Cancelled. Each row shows the description, action ID, who it is assigned to, the due date, the source meeting, priority and status. Search the list, or filter by Assignee, Status or Priority.
Good to know
- Status reports include every open action that is past its due date. See Status reports.
- The arrow next to New action offers Extract from meeting notes when Agents is switched on for the project. See Agents propose, you approve.
- Open actions assigned to your name also appear on Home, because Assigned to is matched to your name. See Home and My work.
- Actions are part of every plan, including Team.
Who can do this
Admins, project managers, functional leads, technical leads and the module roles (test manager, data migration lead, cutover manager, training lead, change manager) can create and edit actions, and use Mark complete. Consultants and stakeholders can add actions but not edit them, and can close actions assigned to them with Mark complete. Only admins and project managers can delete an action. See Roles and permissions.