Actions

Here you see the overview of the actions.

In the toolbar, click ‘View’ and select the view you want:
- Columns: the actions are grouped by ‘status’ in columns.
- Timeline: the actions are on a timeline, giving you a quick view of the planning.
- List: the actions are in a table. Here you can edit multiple actions at once.
- Impact/effort: the actions are in four quadrants that give insight into the prioritisation of the actions.

Columns

The actions are in different columns:

Icebox: actions you may want to do in the future.
To do: actions you want to do soon.
In progress: actions currently being worked on.
Done: actions that have been completed.

View and edit details of an action

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

Drag actions to another column

Hover over an action.
Hold down the mouse button. Drag the action to the column you want and release the mouse button.

Timeline

The timeline shows the planning of the actions visually.

Set start date and deadline

Go to the action in the list.
Drag in the timeline on the right 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 date you want, or drag the whole bar.

The timeline also shows earlier deadlines, so you can see if a deadline has already been moved.

List

The list view shows a table of the actions.

Edit actions

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

Edit multiple actions

You can edit multiple actions at the same time as follows.

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

Impact / effort

This view gives insight into the impact and the required effort of actions. There are four quadrants:

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

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

OGSMs

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

View

Select the view you want.

Bookmarks

A bookmark gives you a quick overview, for example ‘My actions’ or ‘Actions on amber or red’. You can also create your own bookmark. First set the filters, grouping and sorting, then click ‘Save current view’.

Filter

Use this to filter the results. For example, an overview of all actions of a specific owner or with certain words in the title.

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

Grouping

Group the actions by owner, strategy or label.

Sorting

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

Components

Choose whether you want to see archived items and underlying items in the overview.