Getting Started with Actions
The Actions page is your hub for turning insight into follow-through. It brings three related workspaces together so your team can track day-to-day work, strategic goals, and survey metric health in one place.
What you will find
Open Actions from the main navigation. Across the top you will see three tabs:
- Tasks — Capture and manage work items on a board, table, or calendar.
- OKRs — Set objectives and measurable key results, with check-ins and confidence.
- KPIs — Track survey or label metrics against targets, with trends and alert rules.
How the pieces connect
- Create tasks from Actions, or from Data Chat when you spot something that needs follow-up.
- Link tasks to a key result so operational work ladders up to your OKRs.
- Optionally link a key result to a KPI so progress updates automatically from survey scores.
Permissions
- Access to Actions is controlled by your account permissions.
- The KPIs tab also requires the My Alerts permission (admins always have access). If KPIs is unavailable, ask an admin to enable My Alerts for your user.
Related articles
- Tasks on the Actions Page
- OKRs: Objectives, Key Results & Check-ins
- KPIs: Track Survey Metrics in Actions
- Label KPIs: Pooled Metrics Across Surveys
- Connecting Tasks, OKRs & KPIs
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