How to Track & Complete Actions

How to Track & Complete Actions

A key part of turning feedback into meaningful change is following through on the Actions created by your team.
Whether an Action was created from Huddle or Surveys, tracking progress and completing Actions helps maintain momentum, accountability and continuous improvement.

Action Notifications

If you are assigned an Action, you will receive a notification containing:
  1. The Action details
  2. The due date
Once assigned, it becomes your responsibility to ensure the Action is completed and updated when finished.
Idea
In Microsoft Teams or Outlook, you can right-click the notification or email and add the Action directly to your personal To Do list.

Here's what it looks like

Email


Teams

Action Reminders

To help you stay on track, Teamgage will send a reminder notification 3 days before an Action is due.
These reminders help ensure Actions remain visible and are completed on time.

Reviewing Actions in Huddle or Surveys

When opening your Huddle dashboard or Survey results, you may be prompted to review assigned Actions with your team.
This provides a good opportunity to:
  1. Share progress updates
  2. Discuss blockers or challenges
  3. Update due dates if needed
  4. Mark Actions as complete
Regularly reviewing Actions helps teams maintain accountability and close the feedback loop.

Here's what it looks like


Completing an Action

Once an Action has been completed:
  1. Mark the Action as complete
  2. The Action will no longer appear in active Action lists
  3. A completion notification will be sent confirming the Action has been completed

Viewing completed Actions

Leaders can review completed Actions at any time.
How to view completed Actions
  1. Log into the Teamgage platform
  2. Go to Huddle > Results or Surveys > Results from the left hand navigation
  3. Select the team you would like to review results for
  4. Click the Actions button in the top right corner
  5. Select Show completed at the bottom of the Action list

Here’s what it looks like


Why tracking Actions matters

Creating Actions is only the first step, real improvement comes from consistently reviewing progress and following through.
Regularly tracking and completing Actions helps teams:
  1. Maintain momentum
  2. Increase accountability
  3. Demonstrate follow-through on feedback
  4. Build trust that feedback leads to action
  5. Support continuous improvement over time

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