Action plan (Action)
The Action screen lets you run a project's action plan: the list of concrete actions to carry out, with their owners, deadlines and progress. It's a lighter, more operational tracking than the detailed planning. You reach it from the Action menu in the project sidebar.
Creating actions and milestones
- Add an action — a task to perform with dates and a resource
- Add a milestone — a control point
Fields of an action
| Field | Description |
|---|---|
| From / To | Start and end dates |
| Priority | Priority level of the action |
| Type | Action type |
| Predecessor | Dependency on another action |
| Resource | Assigned person |
| Allocation | Allocated workload (% or man-days) |
| Budget | Charged budget |
| Status | Open, Ongoing, Pending, Closed |
The work display can switch between Planned and Actual, Actual only or Planned only, and can be filtered (for example To do).
Allocations
To add resource allocations to an action, save the action first, then assign resources.
See also
- Planning — the project's detailed planning
- Card & Story — agile management of work items
- Decision — decisions that generate actions
Good habit
Use the To do filter and the Actual only display to run your progress meetings: you immediately see what remains and what has moved.