How to Edit Actions

How to Edit Actions

Actions in Teamgage can be created from either Huddle results or Surveys. While the editing process is the same, the fields available may vary slightly depending on where the Action was created.
Editing Actions helps ensure ownership, priorities, and timelines stay up to date as work evolves.

How to Edit an Action

  1. Log into the Teamgage platform
  2. Go to your Teamgage Huddle dashboard or Survey results
  3. Click the Actions button in the top right corner
  4. Find the Action you want to update
  5. Click the Edit icon
  6. Make your changes
  7. Click Save

Here's what it looks like


What You Can Edit

The fields you can update depend on whether the Action was created in Huddle or Surveys.

Huddle Actions

For Actions created in Huddle, you can edit:
  1. Action title
  2. Due date
  3. Assigned team member
  4. Linked Metric

Survey Actions

For Actions created from Surveys, you can edit:
  1. Action title
  2. Due date
  3. Assigned team member

Notifications

When an Action is updated, the assigned team member will receive a notification reflecting the changes. This helps ensure everyone stays aligned and aware of updated expectations or timelines.

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