10X: Create Action Items

The Objective Actions grid provides a list of open and closed meeting action items for meetings held via the Team Room, Program Room, and Portfolio Room. An action item, created during a meeting, usually identifies a discrete task that must be accomplished, by either an individual or team. The action items serve as a “to do” list, and should be driven to closure in a consistent and timely manner.

Access the Objective Actions grid by one of the following methods:

  • Team > Team Objectives > More Actions button > View Actions
  • Program > Program Objectives > More Actions button > View Actions
  • Portfolio > Portfolio Objectives > More Actions button > View Actions

To add a new action item, follow these steps:

  1. From the Objective Actions grid, click the Add Action button; the New Add / Edit Actions panel displays.
  2. Enter a name for the action item in the Action Name field.
  3. Enter a description or notes for the action item in the Notes field.
  4. Select an owner for the action item via the Owner drop-down menu.
  5. Select a status, either open or closed, from the Status drop-down menu.
  6. Select a PI for the action item in the Program Increment field.
  7. Click Save or Save and Close to add the action to the Objective Actions grid.

You can also add a new action item directly from certain meetings, such as the Team of Team / Scrum of Scrums meeting.

  1. Look for the Action Items section and click the + icon to open the New Add / Edit Actions panel to create a new action item on the fly. 

Action_Items.png

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