Actions

Here you can see the overview of the actions.

Click 'View' in the toolbar and select the desired view:
- Columns: the actions are grouped by 'status' in columns.
- Timeline: the actions are displayed on a timeline, so you can quickly get insight into the planning.
- List: the actions are shown in a table. Here you can edit multiple actions at once.
- Impact/effort: the actions are displayed in four quadrants, based on their added value and required effort.

Columns

The actions are listed in different columns. By default, these columns are:

Icebox: you may want to perform these actions in the future.
To do: You want to perform these actions in the future.
Busy: These actions are currently in progress.
Done: These actions have been completed.

View and edit action details

Click on an item to view and/or edit the details.

Drag actions to another column

Hover over an action with your cursor.
Hold down the mouse button. Drag the action to the desired column and release the mouse button.

Timeline

The timeline provides a visual representation of the action planning.

Set start date and deadline

Go to the action in the list.
Drag on the right side of the timeline from the start to the end of the action.

Change start date and deadline

Go to the action in the list.
Drag the deadline to the desired date or drag the entire bar.

The timeline also shows previous deadlines. This way you can see if a deadline has been moved before.

List

The list view shows a table of the actions.

Edit actions

Click on a field (for example the title or the owner) to change it.
Click outside the field to save the changes.

Edit multiple actions

You can edit multiple actions simultaneously as follows.

Select the actions.
Click 'Edit selected items' in the top left.
Select the field you want to change and make the change.

Value / effort

This view provides insight into the added value and required effort of actions. There are four quadrants:

Quick wins: high added value, low effort.
Major projects: high added value, high effort.
Small improvements: low added value, low effort.
Reconsider: low added value, high effort.

Use the mouse scroll wheel or the slider in the toolbar to zoom in and out.

Toolbar: view and filter

OGSMs

Click this button to select which OGSMs you want to see.

View

Select the desired view.

Bookmark

This gives you a quick overview of e.g. 'My actions' or 'Actions on orange or red'. You can also create your own bookmark. First set the filters, grouping and sorting, then click 'Save current view'.

Filter

This allows you to filter the results. For example, you get an overview of all actions from a specific owner or with certain words in the title.

When a filter is active you can see this in the toolbar. Click the cross to remove all filters.

Group

Group the actions by owner, strategy or label.

Sort

Sort the actions by start date, deadline, alphabetically, effort or added value.

Components

Here you can select whether you want to see archived items and sub-items in the overview.Retry