Creating and managing actions

Actions are how you turn data observations into tracked follow-ups. You can create them from the Actions page, directly from a dashboard chart, or from AI-generated insights.

Create an action from the Actions page

1. Click Actions in the sidebar to open the Actions page.
2. Click New Action in the top toolbar.
3. Enter a name that clearly describes the follow-up (e.g., "Investigate NPS drop in Southwest region").
4. Add a description with any relevant context - what you observed, why it matters, and what the expected outcome is.
5. Set the priority: Low, Medium, High, or Urgent.
6. Choose a category to classify the action (e.g., "Service Recovery" or "Product Issue"). Categories are configured by your admin in Setup.
7. Assign the action to a team member and optionally to a team.
8. Set a start date and end date if there's a deadline.
9. Click Create.

Create an action from a dashboard

When you spot something in a chart that needs attention, you can create an action without leaving the dashboard.

1. Right-click on the chart element that caught your attention - a bar, a data point, a slice, or a table row.
2. Select Create Action from the context menu.
3. The action form opens with the chart view pre-linked as evidence. Fill in the name, priority, category, and assignee.
4. Click Create.

This is the fastest way to create an action because the chart context is automatically captured. The assignee will see exactly what data triggered the follow-up.

Create an action from AI Insights

Geni analyzes your data and generates insight cards that sometimes include suggested actions.

1. Open the Insights panel for a dashboard.
2. Find an insight card that includes a recommended action.
3. Click the Create Action button on the card.
4. The action form opens with the insight linked as evidence and a suggested name pre-filled. Edit as needed and fill in the remaining fields.
5. Click Create.

View and edit an action

1. Go to the Actions page and click on any action to open its detail view.
2. From the detail view, you can edit any field - name, description, priority, category, assignee, team, dates, and status.
3. Changes save automatically.

The detail view also shows:

• Activity history - a timeline of every change made to the action (status changes, reassignments, edits)
• Comments - a discussion thread where team members collaborate on the action
• Evidence - linked dashboard views, data rows, and insight cards

Set priority levels

Priority helps your team triage actions by urgency. Use the priority levels consistently so filtering is meaningful:

Priority	When to use
Low	Informational follow-ups with no deadline pressure
Medium	Should be addressed within the normal work cycle
High	Needs attention this week - something is clearly wrong
Urgent	Requires immediate response - a critical metric is at risk

Use categories to organize

Categories let you group actions by theme. Your admin configures the available categories in Setup > Actions. Common examples:

• Service Recovery - following up with unhappy customers
• Product Issue - bugs or feature gaps surfaced by feedback
• Process Improvement - internal process changes prompted by data
• Training - team skill gaps identified through analysis

If you don't see a category that fits, ask your admin to add one.

Delete an action

If an action was created by mistake or is no longer relevant:

1. Open the action detail view.
2. Click the more options menu (three dots) in the top-right corner.
3. Select Delete.
4. Confirm the deletion.

Practical example

Imagine you're reviewing your monthly Customer Satisfaction dashboard and notice that CSAT for the "Enterprise" segment dropped from 82 to 68 over the past four weeks.

1. Right-click the "Enterprise" bar in the CSAT trend chart and select Create Action.
2. Name it: "Investigate Enterprise CSAT decline - 82 to 68 over 4 weeks."
3. Set priority to High and category to Service Recovery.
4. Assign it to the Enterprise account manager with an end date two weeks out.
5. Click Create. The chart view is automatically linked as evidence.

The account manager opens the action, clicks the linked evidence to see the exact chart, reads your description, and begins investigating.

Next steps

• Action status workflow - learn how to move actions through their lifecycle
• Assigning and commenting - collaborate with your team on action follow-ups
• Linking evidence - understand how to attach data context to actions