Move an action forward

Use Open, In progress and Done to record action progress. Keep completed work distinct from evidence that the employee experience improved.

For: Admins; managers for their own department’s actions and actions with no department

Update the status

  1. Open Act, then Actions.
  2. Use the status menu on the action to choose Open, In progress or Done.
  3. Mark the action Done when the work is finished.

What Done tells you

Done records that the action’s work is finished. A reply, a closing decision and approval of a story are different events; they do not replace the action status.

Who can see actions

Members cannot see the action list. Admins can see actions; managers can see actions in their own department and actions with no department.