Action Items bring all of the tasks that require action front and center on your WorkTango home page. It creates a more engaged, inspired and higher performing workforce by making it easy to identify and link to items that need to be completed.
In this guide we will cover everything you need to know about Action Items.
What are Action Items?
Action Items are reminders to complete an action, which appear at the top of your WorkTango home page. Action Items are generated when events that require user action occur. Some examples are: creating a Goal that requires approval, a Feedback request, an Incentive that requires approval to be redeemed, etc.
Depending on certain factors, Action Items may take up to 5 minutes to appear on the homepage.
Outside of the respective module, however, other user-based events can impact Action Items, such as a user’s manager changing, a user being archived, or a role being added.
What features/actions are supported?
Depending on your configuration, you may not have all of the features or functionality mentioned in this section. If you’d like to learn more about enabling any of these, please feel free to reach out.
Action Items supports the following features from the Goals & Feedback suite:
- Goals
- Check-In
- Feedback
As well as the following Recognition & Rewards features:
- Surveys
- Incentives
- Rewards
Each Action Item has a CTA that, when clicked, will bring the user to a page within the platform where they can complete the associated task.
Upon completion of the task, the action will be dismissed from the homepage.
Here is a complete list of implemented action items as well as how they trigger and when they are dismissed:
| Feature | User Type | Prompted Action | Action Item created when… | Action Item closes when… | Link directs to… | Can a user manually dismiss? |
|---|---|---|---|---|---|---|
| Awards & Nominations | User | “Nominate someone for [form name]” | Award nomination is published, which includes a user in nominator criteria |
-User submits a nomination -If multiple submissions are allowed, the action item will remain after nomination is submitted -Nomination period ends -Admin ends the nomination period |
Nomination form | Yes |
| Check-In | User (manager) | “Complete [Check-In title] with your reports” | Manager Check-In start date arrives and Check-In has been delivered to participants |
-Manager** completes Check-Ins for all reports -Admin closes or deletes Check-In |
Check-In homepage | No |
| Check-In | User (manager) | “Finalize [Check-In title] with your reports” | Both manager and their reports have submitted Check-Ins |
-User finalizes all Check-Ins submitted by them and their reports -Admin closes or deletes Check-In |
Check-In homepage | No |
| Check-In | User | “Complete your self-evaluation for [Check-In title]” | Employee Check-In start date arrives and Check-In is delivered |
-Self-evaluation Check-In is submitted -Admin closes or deletes the Check-In |
Check-In session | No |
| Check-In | User | “Finalize your self-evaluation for [Check-In title]” | Both user and their manager have submitted Check-Ins |
-User finalizes self-evaluation Check-In -Admin closes or deletes the Check-In |
Check-In session | No |
| Feedback | User |
View Feedback provided to you “[respondent name] sent you [form name] feedback” (“about [subject name]” will be appended, if applicable) |
“Give” feedback is provided to the user, unrequested Feedback is provided in response to a request by the user |
User views the Feedback | Referenced Feedback’s detail page | No |
| Feedback | User |
Provide Feedback “[initiator name] requested [form name] feedback from you” (“about [subject name]” will be appended, if applicable) |
Feedback is requested from the user |
-User provides Feedback -User denies request -Requester is paused or archived -Subject is paused or archived |
Referenced Feedback’s detail page | No |
| Goals | User (manager) |
“Approve Goals for [user name]” (“and others” will be appended, if applicable) |
The “manager approval required” setting is enabled, and the user creates/updates/closes a Goal |
-User approves/rejects all goal creations/updates/closures -User is no longer a manager |
Team Overview > Goals | No |
| Incentives |
Admin DLG Admins |
“Approve Incentives” | Incentives have been claimed that require approval | All pending Incentive claims are approved or denied | Incentives moderation | No |
| Rewards |
Admin Reward Manager DLG Admin |
“Approve Rewards” | Rewards have been redeemed that require approval |
-Reward orders are approved or denied -Orders are canceled |
Reward moderation | No |
| Rewards |
Admin Reward Manager DLG Admin Fulfiller |
“Complete Rewards” | A custom reward has been approved that requires fulfillment |
-Custom rewards requiring fulfillment have been marked “completed” -Orders are canceled |
Reward moderation | No |
| Surveys | User |
eNPS: “New Employee NPS (eNPS) Survey ready” Pulse: “New Pulse Survey ready” Custom: “New [survey title] survey ready” |
Survey is published, and the admin triggers a company-wide survey invite |
-User submits survey -Survey reaches the end of its duration -Admin closes the survey |
Survey | Yes |
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