Using the Actions View (Actions Report)

Using the Actions View (Actions Report)

Actions in Teamgage are a simple but powerful way to capture and track progress on ideas, improvements and decisions that come from team feedback.
They turn insights into meaningful steps, helping teams stay focused on what matters most.

The Actions View provides visibility over all Actions created across your organisation so managers and administrators can monitor progress, identify trends and maintain momentum.

How to access the Actions View

  1. Log into the Teamgage platform
  2. Navigate to Actions from the left hand navigation

Here's what it looks like

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What can you see in the Actions View

The Actions View provides a central place to review all Actions across your organisation and/or team, including:
  1. Action title
  2. Owner (assignee)
  3. Due date
  4. Status (complete or incomplete)
  5. Linked team and metric (if applicable)

Filtering Actions

You can refine the Actions View using filters to focus on specific teams, timeframes, or types of Actions.
  1. Date - Filter Actions created or completed within a selected date range.
  2. Status - Filter by; Completed or Incomplete
  3. Teams - Select one or more teams to view their Actions.
    1. Include subteams - Include all subteams under a selected parent team. Useful for viewing Actions across regions or departments.
  4. Surveys - Filter Actions linked to a specific Survey.
  5. Metrics - Filter Actions linked to a specific metric.
  6. Action type - Filter by where the Action was created; Huddle or Surveys
  7. Deleted Actions - Choose whether to view: Active Actions only, Deleted Actions only or All Actions

Exporting Actions

You can export all or filtered actions to Excel for deeper analysis, which can be useful for reporting, trend analysis or sharing updates with stakeholders.

Why this view is useful

The Actions View helps leaders and administrators:
  1. Track follow-through on feedback
  2. Identify recurring themes across teams
  3. Monitor completion rates and progress
  4. Ensure accountability and visibility across the organisation
  5. Support continuous improvement initiatives

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