Use this article to create an action or discussion on your own Actions List. When complete, the new item appears in your Actions List immediately.
Before You Begin
- You must have access to Home in 15Five.
- To understand the difference between actions, discussions, and blockers, see .
Steps
- Click Actions in the left-hand navigation.
- Click Create action at the top of your Actions List.
- Type your action or discussion in the text field (rich-text formatting is supported).
- Select an Action type:
- Action — a task you need to complete - Discussion — a topic to reflect on or collaborate on with your team
- Configure optional settings for the action or discussion:
- Assign an impacted person — click the + icon in the bottom-right corner of the action box to assign someone involved in the completion. The item appears on their Actions List unless you mark it private. - Set a due date — click the calendar icon to set a completion date. - Mark as private — click the lock icon to restrict visibility to yourself only. A private action is not visible to the impacted person, even if one is assigned. If added to a 1-on-1 agenda, the other participant cannot see it. - Add to a 1-on-1 agenda — click the dialogue box icon to add the item to your 1-on-1 with the impacted person. This option is not available without an impacted person assigned. - Add an attachment — click the paperclip icon and select a file from your computer.
- Press Enter on your keyboard to save.
What Success Looks Like
A confirmation notification appears on screen. The action or discussion appears in your Actions List and, if you assigned an impacted person without marking the item private, in their Actions List as well. If you added it to a 1-on-1 agenda, it appears there too. Updates made from your homepage are automatically reflected in the 1-on-1 agenda, and vice versa.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Add to 1-on-1 agenda option is unavailable | No impacted person is assigned | Assign an impacted person using the + icon before enabling the 1-on-1 option |
| Item does not appear on the impacted person's Actions List | Action is marked private | Click the lock icon to remove the private setting, then save |
| Rich-text formatting not applying | Text was pasted with incompatible formatting | Re-enter the text directly in the field without pasting |
Not Covered Here
This article does not cover creating actions for a team member (admin/manager-of-managers only) or creating a blocker. See Create an action or discussion for a team member and Create a blocker.