Everything you need to know to create, track, and manage your Action Items with Strety

Create a new Action Item from Quick Create or from a Team or your Person Action Item Space

Give your Action Item a Name and Description then assign a Primary Space, an Owner, a List and/or Priority (if desired) and add any other Subscribers (if needed).

Lastly, you can Link to an Integration if you'd like to integrate the To Do with a 3rd part platform

You can also add Action Items inline anywhere in the platform, including editing the Due Date and Owner by clicking inline

If you want to create the same Action Item for multiple people, click the Duplicate toggle and add everyone you need - Action Items will be created separately for each assignee

An Action Item must always have a Primary Space. It can be a Team Space or a Person Space and can then be shared to any other spaces you have access to

Click here to read more on Strety's Team & Person Spaces

For any Action Item assigned within a Private Team Space we automatically share it with the owner's Person Space; this enables the assignee to see all their assigned Action Items from across all Teams in their Personal Overview Page

For Action Items that are meant to be Personal you can set the Primary Team as your Personal Space and it will only be viewable by yourself and your manager(s).

Share an Action Item with additional Team or Person Spaces by clicking the + sign beneath the Spaces shared with section

Sharing an Action Item makes makes it visible in those other Action Item lists - perfect for Action Items that impact multiple teams, so everyone can stay informed!

Action Item Lists are a great way to add organization to your Team or Personal Action Items. To add a list, click Create Action Item List from any Action Item page

New Action Items can be added inline within existing lists or added separately from a list. You can also drag & drop existing Action Items between and in/out of lists via the 6-dots to the left of the name

If you have set(s) of recurring or repeatable Action Items, create an Action Item List Template and cut down on the setup time! You can create a template from any existing list or via Adminland's Template page

To use an Action Item List Template click Create Action Item List from any space's to do page, then select Create Action Item List from Template

An added benefit of creating Action Item lists is displaying your Action Items in Kanban - or cards - view. Once you have your lists set-up, click View As Kanban, where you can drag & drop your Action Items from list to list

Here's a quick video to show you all the features available in Strety's Kanban view

Add a Checklist to breakdown your Action Item into smaller subtasks:

Add items to begin populating your checklist

From both Kanban & List view, you'll see a visual representation of how many checklist subtasks have been completed:

View all of your open Action Items from your Homepage or your Person Space

For many Action Items that originate within Strety, the work happens somewhere else. In efforts to reduce duplicative work and meet people where they actually work, we have a growing list of platforms you can create, link, and bi-directionally sync Action Items with:

The best part is when those tasks or tickets are completed within those platforms, the Action Item will automatically complete back in Strety

If you find yourself sending every Action Item you are assigned in Strety to the same 3rd party integration, set-up Default Linking and save yourself a lot of clicks!

For more on Default Linking, check out this doc

Check out our Pulse Report for more insights & summaries of all Action Items you have visibility into including: