Create an action, discussion, or blocker

From your homepage in 15Five, you can access the Actions List, which serves as a single destination to keep track of Actions you need to take. There are three types of User Actions you can add to your Actions List: actions, discussions, and blockers. In this article, we'll walk through the process of creating these different types of Actions.

In this article, you will learn...

Access and availability

⛔️ Required access to Home.
👥 This article is relevant to everyone.
📦 This feature is available in all pricing packages.


Create an action or discussion

For yourself For someone else
  1. Click Home in 15Five's main, left-hand navigation.
    HomeMainNav.png
  2. Click Create action at the top of your Actions List.Create-Action-Button.png
  3. Type your action or discussion. This text field supports rich-text formatting.
    Talking-Point-Example.png
  4. Select an Action type. Your options here are action or discussion.
    Select-Action-Type.png
    As a reminder, actions are tasks that you need to complete and discussions are important topics that you need to reflect on or collaborate with your team on. Read more about the types of actions in 15Five.
  5. [Optional] Customize your Action. Customize the action or discussion using the following optional options below.
    Assign an impacted person

    When creating an Action from your homepage, you will be automatically set as its owner. You can click the + icon in the bottom, right-hand corner of the action box to assign an impacted person, meaning they're involved in the completion of the action or discussion. Unless you mark the Action as private, it will appear on their Actions List as well as yours.

    Set-Impacted-User.png
    Select a due date

    Click the calendar icon to set a date for when the Action should be completed/resolved.

    Calendar-Icon-Action.png
    Mark the Action as private

    To mark the action or discussion as private, click the lock icon. Marking an action as private means that only you will be able to see it, even if you've assigned an impacted person. If you add a private Action to a 1-on-1 agenda, the other 1-on-1 participant will not be able to see it.

    Mark-Action-Private.png
    Add the Action to your 1-on-1 agenda

    If desired, add the action or discussion to your 1-on-1 with the impacted individual by clicking the dialogue box icon. This option will not be available when creating an action for yourself, as 1-on-1s require two participants.

    Add-To-1-on-1.png
    Add an attachment

    To add an attachment to an Action, click the paperclip icon and select the file from your computer.

    Attachment-Icon.png
  6. Save the Action. Once you're done, click Enter on your keyboard to save the Action. You'll see a notification on the screen informing you that the Action was created.
    Action-Created-Confirmation.png
    At this point, the Action will appear in your Actions List and that of the impacted person (if you selected an impacted person and did not mark the Action as private). If you opted to add the action or discussion to a 1-on-1 agenda, it will also appear there. Any updates made to the Action from your homepage will be automatically reflected in the 1-on-1 agenda and vice versa.
  7. Mark the Action as complete. Once you complete the action or discussion, mark it as complete by clicking the checkmark icon to its left.
    Mark-Action-Complete.png

Create a blocker

  1. Click Home in 15Five's main, left-hand navigation.
    HomeMainNav.png
  2. Click I'm blocked in the top, right-hand corner of your homepage.
    Im-Blocked-Button.png
  3. Type your blocker. This text field supports rich-text formatting.
    Create-Blocker.png
    As a reminder, a blocker is something that prohibits you from moving forward on your work. Read more about the types of actions in 15Five.
  4. By default, your manager will be set as the owner of the blocker, the due date will be set to the current date, and the blocker will automatically be added to your current 1-on-1 agenda with your manager so they can help unblock you as quickly as possible.
  5. [Optional] Add an attachment: To add an attachment to an Action, click the paperclip icon and select the file from your computer.
    Attachment-Icon.png
  6. Save the blocker. When you're done, click Create blocker.
    Create-Blocker-Button.png
  7. You'll see a notification on the screen informing you that the Action was created.
    Action-Created-Confirmation.png
    At this point, the blocker will appear in both your and your manager's Action List, as well as in your 1-on-1 agenda. Any updates made to the Action from your homepage will be automatically reflected in the 1-on-1 agenda and vice versa.
  8. Mark the blocker as complete. Once the blocker is resolved, mark it as complete by clicking the checkmark icon to its left.
    Mark-Action-Complete.png

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