Understanding actions
Actions are trackable tasks that turn data insights into real follow-ups - assign, prioritize, and resolve.
Data is only valuable when it leads to decisions. Actions are how you close that gap in Genuics - they turn what you see in your dashboards and AI insights into trackable follow-up tasks that someone owns and resolves.
What is an action?
An action is a structured task tied to something in your data. When a chart shows an unusual spike, when NPS drops in a region, or when AI surfaces a friction point, you create an action so the right person investigates and fixes it.
Every action has:
| Field | Purpose |
|---|---|
| Name | A short description of what needs to happen |
| Description | Context, background, and detail about the issue |
| Status | Where the action is in its lifecycle (Open, In Progress, Resolved, etc.) |
| Priority | How urgent it is - Low, Medium, High, or Urgent |
| Category | A label your team defines to group related actions (e.g., "Product Issue", "Service Recovery") |
| Assignee | The person responsible for completing the action |
| Team | The team that owns the action |
| Start date | When work should begin |
| End date | The deadline for resolution |
When should you create an action?
Actions work best when something specific in your data needs a human response. Here are a few common scenarios:
- A metric drops unexpectedly. Your NPS fell 15 points in the Southwest region this quarter. Create an action assigned to the regional manager to investigate root causes and report back.
- AI surfaces a friction point. Geni's insights identify that customers who mention "billing" in open-ended feedback have significantly lower satisfaction scores. Create an action for the billing team to review their process.
- A threshold is breached. Your CSAT score for a product line dips below 70 for the first time. Create an action to run a deep-dive analysis.
- A trend needs monitoring. Response times have been creeping up for three consecutive weeks. Create an action to track the investigation.
Where you create actions
You can create actions from three places in Genuics:
- The Actions page - click New Action in the top toolbar to create one from scratch.
- A dashboard - right-click any chart element (a bar, a data point, a table row) and choose Create Action. The chart context is automatically linked as evidence.
- AI Insights - when Geni generates an insight card with a suggested action, click the action button to create it directly from the insight.
Each method is covered in detail in Creating and managing actions.
The Actions page
Click Actions in the sidebar to open the main Actions view. This page shows every action in your organization with tools to find what you need:
- Filter by status - quickly show only Open, In Progress, or Blocked actions
- Filter by priority - focus on Urgent and High items first
- Filter by assignee - see what's on your plate or check a teammate's workload
- Filter by category - narrow down to a specific type of follow-up
- Filter by team - see actions owned by a specific team
- Search - find actions by name or description
You can also sort by date created, deadline, or priority to keep the most important items at the top.
How actions connect to the rest of Genuics
Actions sit at the center of the Genuics workflow:
- Dashboards feed actions. When you spot something in a chart, right-click to create an action and the chart view is saved as evidence.
- AI Insights suggest actions. Geni analyzes your data and recommends follow-ups you can turn into actions with one click.
- Workflows automate actions. You can set up a workflow that automatically creates an action when a metric crosses a threshold - no manual step required.
- Evidence gives context. Every action can have linked evidence (dashboard views, data rows, insight cards) so the assignee understands exactly what triggered it.
Next steps
Ready to start using actions? Here's where to go next:
- Creating and managing actions - step-by-step instructions for creating, editing, and deleting actions
- Action status workflow - understand how actions move through statuses
- Linking evidence - attach data context so assignees know exactly what they're looking at