How to Track & Complete Actions
A key part of turning feedback into real change is following through on the actions created. Whether the action came from a Huddle or a Survey, tracking progress and completing tasks helps maintain momentum and drive improvement.
Action Notification
If you've been assigned an action, you'll receive a notification with the details, including the task and its due date. From there, it's your responsibility to ensure the action is completed on time and marked as done when finished.
In Teams or Outlook, you can right-click the email or notification and add the action directly to your To Do List
Here's what it looks like
Personal Actions Reminder
We will help you stay on top of the actions that have been assigned to you. You will receive a reminder 3 days before your action is due.
Here's what it looks like
Huddle Dashboard or Survey's Actions Tab
When you open your Huddle Dashboard or your Survey results, you'll be prompted to review your assigned Actions with your team, this is a great opportunity to share an update with your Team or to mark an Action as complete.
Here's what it looks like
Completed Actions
Once an Action has been marked as completed it will disappear from your team's Action tabs and you'll receive a message confirming it's been completed.
Here's what it looks like
Below is an example of the action completed notification.
How to View Completed Actions
Leaders can easily review their team's completed Actions by following the below steps.
- Tap the Actions button in the top right corner of either your Huddle dashboard or Survey's results
- Select the “Show completed” option at the bottom of your action list
Here's what it looks like
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