How do I make an action item?

Creating action items can help keep your team organized and on track to meeting goals

Before you can make an Action Item, you will need to run a retrospective. If you are new to Retrium, you can learn how to run your first retrospective here.

Add an Action Item

  1. Once you reach the Discuss phase you can create Action Items.

  2. Everyone will have an Action Plan heading on the right-hand side of their screen; however, only the facilitator will see the New Action Item button.

  3. The facilitator will click on New action item, type in the specific action item to be done, and click the checkmark when it is complete.

    Action Plan; New Action item; text box and check mark
  4. Your new Action Item will appear in the list of Outstanding action items.

  5. The facilitator and retrospectives participants can click the three dots to make edits, if necessary.

Action items can also be captured during the Close phase of the retrospective. 

📌 What makes a great Action Item?

We recommend adding the name of the person responsible plus the due date.

For more tips, tricks, and guidance on how to make a great Action Item, check out our Ultimate Guide to Agile Retrospectives - Action Items.