In this article:
- Overview
- Requirements
- Assign an Action Item
- Edit & Delete an Action Item
- Complete an Action Item
- FAQs
Overview
Throughout 1-on-1 and Performance Review conversations, it's common to discuss ideas or tasks that repeatedly recur over multiple conversations. Rather than documenting these recurring ideas and tasks on paper, or elsewhere, Action Items allow you to store these ideas directly within the 1-on-1 and/or Performance Review for instant reference and access.
Action Items are unique to each 1-on-1 or Performance Review. Only the participants and those with visibility into the 1-on-1 or Performance Review can view the Action Items.
Any 1-on-1 or Performance Review with the same two colleagues will have the Action Items carried over regardless of the cycle or template.
Requirements
- Available to organizations with 1-on-1s and/or Performance Review
Assign an Action Item
The process of adding an Action Item is the same for 1-on-1s and Performance Reviews.
To assign an Action Item:
- Open the 1-on-1 or Performance Review
- In the Action Items card, click +Action Item
- In the modal, enter a description for the Action Item as well as who the Action Item should be assigned to
- Optionally, enter a due date for the Action Item
- If a due date is entered, both participants will receive an email notification reminder three days prior to the due date
- Click Save Action
Until marked as complete, Action Items are visible in the Action Items card to both participants and anyone with visibility.
If the Facilitator changes for a 1-on-1, the new Facilitator can view any existing Actions between the employee and former Facilitator. However, Actions assigned to the former Facilitator must be reassigned to the new Facilitator to make any edits.
Edit & Delete an Action
To edit or delete an Action Item:
- In the 1-on-1 or Performance Review, click the Action Item's corresponding ⋮ icon
- Click Edit Action Item to open a modal and make necessary edits, click Save Action to finalize Action Item edits
- Click Delete Action Item to open a confirmation modal, click Yes, Delete It to delete the Action Item
Complete an Action Item
To mark an Action Item as complete:
- In the 1-on-1 or Performance Review, click the Action Item's corresponding ☐ icon
The crossed-out text indicates the completion of the Action Item.
When an Action Item is completed by either colleague- the next time you pull up a 1-on-1 with the same colleague, the Assigned Actions card will display the number of completed Actions since the last meeting and an option to view the completed Action(s).
FAQs
- Can an Action Item be added to a 1-on-1 that has been finalized/closed?
- Yes, Action Items can still be added to a finalized 1-on-1