Actions

Track follow-ups with statuses, assignments, comments, and evidence.

• Understanding actionsActions are trackable tasks that turn data insights into real follow-ups - assign, prioritize, and resolve.
• Creating and managing actionsCreate an action, set its priority and category, assign it to a team member, and track progress.
• Action status workflowMove actions through statuses - Open, In Progress, Resolved, Closed, or Blocked.
• Assigning and commenting on actionsAssign actions to people or teams, add comments, and collaborate.
• Linking evidence to actionsAttach dashboard views, chart data, or AI insights as evidence to explain why an action matters.