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Actions

Purpose

Actions is the Clarity Transform screen for tracking action items. Its subtitle reads: "Trackable action items from risks, issues, lessons learned, meetings, or standalone tasks. Monitor progress, assignees, and completion."

Each action records where it came from in Source Type and Source Id, and who is working on it in Assigned To.

Where to find it

Governance → Actions

What you see

KPI cards

  • TOTAL ACTIONS (Tracked)
  • COMPLETED
  • IN PROGRESS
  • OVERDUE/BLOCKED

Charts

  • By Status
  • By Priority
  • By Source Type
  • By Assignee

Columns

The grid is titled Action Items. Its default visible columns are:

  • Raised Date
  • Name
  • Raised By
  • Assigned To
  • Status
  • Notes
  • Due Date
  • Completed Date
  • Description

The grid also has these hidden columns:

  • Event Name
  • Source Type
  • Source Id
  • Category
  • Team
  • Priority
  • Effort Estimate
  • Blocking
  • Progress Percent
  • Id
  • Created By
  • Last Updated By
  • Last Updated

Fields

The create form (Create new entry) shows three fields first. The edit form (Edit entry) has the same fields, filled in.

  • Name: help "Brief title for this action item".
  • Status: Open, In Progress, Blocked, Completed, Deferred or Cancelled. It starts as Open.
  • Notes: help "Progress updates, comments, or additional context".

Select Show all Action fields to see the rest:

  • Raised By: help "Person who identified/raised this action".
  • Assigned To: help "Person responsible for completing this action".
  • Due Date: a date. Help: "Target completion date. Overdue items are highlighted."
  • Completed Date: a date. Help: "Date when action was completed".
  • Description: help "Detailed description of the action required".

Raised Date and the hidden columns above, including Event Name, Source Type and Priority, are hidden in the form too, so they can't be set there. The form footer has Cancel and Save.

Values

Values seen in this build:

  • Status: In Progress, Completed, Open. There is no Overdue status.
  • Source Type: Risk, Issue, Dependency, Manual, Lesson, Meeting.
  • Priority: High, Critical, Medium, Low.
  • Effort Estimate: Low, Medium, High, Very High.
  • Blocking: True, False.

Actions

The grid uses the standard toolbar: the add icon (tooltip Create New Governance Actions), the edit icon (tooltip Edit Governance Actions), Remove selected, Clear selection, Reload table data, Enable spreadsheet editing, Export CSV and Import CSV. Edit applies to the selected row. Export is CSV only. The grid rows have no row actions.

Filters

Each column has a filter row. Text columns offer Contains, Does not contain, Equals, Does not equal, Starts, Ends, Empty and Not empty. Date columns such as Due Date offer Equals, Does not equal, After, Before, Empty and Not empty.

The grid remembers its Search: text, column filters, sort order and page size between visits. If the grid shows fewer rows than you expect, clear the Search: box and the filter row.

How to

Add an action

  1. Go to Governance → Actions.
  2. Select the add icon in the grid toolbar (Create New Governance Actions). The Create new entry form opens.
  3. Enter a Name. Status starts as Open.
  4. Select Show all Action fields, then fill in Assigned To, Due Date and any other fields you need.
  5. Select Save.

Edit an action

  1. Select the action's row in the Action Items grid.
  2. Select the edit icon in the grid toolbar. The Edit entry form opens with the action's values.
  3. Make your changes. To close an action, set Status to Completed and fill in Completed Date under Show all Action fields.
  4. Select Save.

Find actions assigned to someone

  1. In the filter row of the Assigned To column, choose Contains or Equals.
  2. Type the name.

Find actions past their due date

  1. In the filter row of the Due Date column, choose Before.
  2. Enter today's date.
  3. In the filter row of the Status column, choose Does not equal and type Completed.

Export the list

  1. Select Export CSV in the grid toolbar.
  • Overview: outstanding work from Actions, RAID and T-Minus in one grid.
  • RAID Log: risks, assumptions, issues and dependencies, which actions can come from.
  • Lessons Learned: lessons, which actions can come from.