How to Create Actions in Huddle

How to Create Actions in Huddle

You can create Actions in Teamgage Huddle to capture ideas, improvements or blockers raised in team discussions. Actions help turn feedback into clear, trackable steps with ownership and due dates.

How to create an Action

  1. Log into the Teamgage platform
  2. Go to Huddle > 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. Click Add Action 
  6. Add an Action Title
  7. Set a Due Date
  8. Select a Metric
  9. Assign the action to a team member
  10. Click Add to save

Here's what it looks like


How to create an Action from a comment

  1. Go to the Comments tab
  2. Find the comment you want to turn into an action
  3. Click the + icon on the comment
  4. The comment will automatically populate as the Action title (you can edit it if needed)
  5. Set a Due Date
  6. Assign it to a team member
  7. Click Add to save 

Here's what it looks like

How to create an Action using Sidekick

Sidekick (if enabled) helps you turn team feedback into meaningful Actions more quickly by suggesting improvements based on your Huddle insights.
  1. Click the Sidekick button in the top right corner
  2. Select the metrics you want to analyse
  3. Click Analyse
  4. Review suggested Actions
  5. Click the + icon next to a suggested Action
  6. Review and edit the Action title if needed
  7. Set a Due Date
  8. Assign to a team member
  9. Click Add

Here's what it looks like


Tips for creating effective Actions

  1. Look for themes - Focus on repeated feedback or patterns that point to broader opportunities or issues.
  2. Keep Actions clear and achievable - Each Action should be realistic, focused, and achievable within a reasonable timeframe.
  3. Stay true to the feedback - When creating Actions from comments, preserve the original intent. You can refine wording, but avoid losing the meaning of the feedback.
  4. Follow up with your team - If an Action leads to change or improvement, share the outcome. This helps close the feedback loop and encourages ongoing participation.
  5. Link Actions to Metrics - Where possible, connect Actions to relevant team Metrics. If no specific Metric applies, use the “General” category.
  6. Share ownership - Avoid ownership sitting with leaders alone. Distribute Actions across the team to build accountability and engagement.
  7. Review Actions regularly - Start team meetings by reviewing current Actions:
    1. Update progress
    2. Adjust due dates
    3. Mark completed items
    4. Identify blockers
  1. What are Actions?
  2. How to Edit Actions
  3. How to track and complete actions
  4. Using the Actions View (Actions Report)

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