Actions can be created from multiple places throughout Manager Toolkit. This guide covers the different ways to create them and when each approach is most useful.
Creating a Standalone Action
Standalone actions are useful for tasks that do not relate to a specific conversation or event, such as administrative tasks or personal reminders.
Creating Actions from Catchups
When you log a catchup and commitments are made during the conversation, you can create actions directly from the catchup form. These actions are automatically linked to the catchup, preserving the context of why the action was created.
This is the most common way to create actions because it ties the task back to the discussion where it originated. When you review the action later, you can click through to the catchup to recall the full conversation.
Creating Actions from Meetings
After recording a meeting, you can extract actions from your notes. This works the same way as catchup actions - the meeting is recorded as the source, so you always know which meeting produced the follow-up.
Creating Actions from Retrospectives
During or after a retrospective, the team may agree on specific improvements or changes. You can create actions from the retrospective to track these commitments. This is particularly important for ensuring that retro outcomes are followed through rather than forgotten.
Creating Actions from Surveys
If survey responses highlight an issue that needs addressing, you can create an action linked to the survey. This connects the task to the feedback that prompted it.
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