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Action Items FAQs

I can't find my action items. Where did they go?

Double check if you have set a Filter on your action item lists. Click Filter at the top right of any action item list and make sure every box is checked. Then click Apply. This should restore the full list of action items. If you still can't find the action item you're looking for, try Search at the top right.

How do I assign actions items to someone?

To assign action items to a person, it needs to be your action item or one that you’ve delegated to someone else; the person you are assigning it to must be on your team and the action item must be in a workstream for a team the user is on.

To assign it from any row, just click your name (or whoever it was last assigned to) and select the new assignee. You can also click the text of the action item to pop up its full details and select a new assignee from this screen too.

If you assign the action to another person, you’ll still be in the loop on it. You’ll see notifications when its status or attributes are changed. You can continue to add comments and attachments to it and change its attributes, but will not be able to delete it.

Team members and managers can assign and re-assign the same action item to each other. This is helpful to route work around and collaborate on completing a single deliverable.

How do I share action items with someone who is on Workboard but is not a member of my team?

By putting a coworker in the loop you can give visibility to an action item to someone who is not a member the direct team but on another Workboard team.

To add someone to the loop on an action item, start typing their name under In the Loop on the action item details popup.

Optionally, you can also share a workstream on a team with someone not on that team.

How do I add notes or sub-actions to an action item?

From the row where the action is displayed, click the action item description to open the action item details page. From this page, you can add a numbered list, bulleted list, or subaction, as well as fully-formatted notes.

Can I link two action items together?

Yes — the best way is to create subtasks, instead of separate action items. Click on the Subtask tab on the action item details popup, and create as many subtasks as needed. Click on each one to assign it to someone other than the owner of the parent action item, give it a separate due date, or change its priority, rating or status.

How can I add more than one member of my team to an action item?

By putting your team members in the loop on an action item, they can be notified when there are new comments, files, or notes added or status attributes are changed. You can also use this as a way to hand action items back and forth between team members as they complete steps in a process.

To add someone to the loop on an action item, start typing their name under People In the Loop on the action item details page.

How do I find all of the items I'm in the loop on?

Click My Work on the top menu, then select In The Loop from the left navigation pane.

What is the difference between the priority level and the confidence rating?

The priority level indicates how important it is that an action item gets done. Workboard sorts many lists by priority level to make sure that you're always getting the most important things done first. Confidence rating indicates the health of the task. A green confidence rating indicates that everything is going well, whereas amber and red confidence ratings indicate that there is trouble.

 

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