Getting started on 10xGoals
  • About 10xGoals
  • Quick start guide
  • Creating an objective
    • Personal and Business objectives
  • Adding key results
  • Accepting/Declining objectives
  • Annual Objectives
  • Teams
    • Add objectives to a Team
    • Run effective reviews
    • Follow / Unfollow a team
  • Add contributors to objectives
  • Providing check-ins & updates on OKRs
    • Multiple Milestones
    • MTD (Month-to-date) metric tracking
    • Back dated check-ins
  • Mentioning people on OKRs
    • Defining visibility while creating an Objective
  • Assessing growth with Feedback
    • Giving feedback
    • Requesting feedback
    • Sharing feedback
    • No Objectives found
  • PRODUCT GUIDES
  • Hierarchy support on 10xGoals
    • Using user demographic data for filtering objectives and better visibility controls
  • Visibility controls
    • Introduction
    • How are visibility rules defined?
    • Defining visibility while creating an Objective
    • Defining visibility while creating a Key Result
    • Viewing and changing visibility of an existing objective
    • Viewing and changing visibility of an existing Key Result
    • Selecting Users in Protected Visibility Option
    • Selecting Users in Custom Visibility Option
    • Visibility Filters for Objectives
    • Defining default settings for visibility as Admin
  • Add Contributors to your objectives
  • Using team tags effectively
  • Filters for deep dive
  • Action/Task board
  • Move and paste (Re-structure OKRs)
  • Starring Objectives ⭐️
  • Customizing Reminder Notification
  • Multiple Alignment/ Linking
  • Moving OKRs to next quarter
  • Summary Views
  • Goals Permissions
  • Admin Settings
  • Slack Integration
  • Custom Tags
  • JIRA Integration
  • Drag and Drop OKRs
  • Context View for OKRs
  • UserBoard
  • Google Sheet Integration
    • Admin guide: Google Sheets 10xGoals Add-on Installation
  • Send Reminders
  • Lock objectives
  • Zapier Integration
  • OKR Process Guides
    • Using success metrics for OKRs
    • Writing good check-ins!
    • 10xGoals Status guide
    • OKR champion guide
    • Sample OKRs
      • Sample OKRs examples
  • Help & Support
    • Reach out to us
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On this page
  • Introducing the Action board
  • How to create an action item?
  • How to close an action item?

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Action/Task board

OKR reviews facilitate good problem-solving discussions which often require re-thinking, doing RCA's, experimenting or just pushing through execution with a follow-up rigour.

PreviousFilters for deep diveNextMove and paste (Re-structure OKRs)

Last updated 4 years ago

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Introducing the Action board

Action board is a one stop solution which gives you a focussed view on all your open action items at a single place. Action board has 2 tabs: 1. For You: this will list down all the action items assigned to you by others. 2. By You: this will list down all the action items that you have assigned to others.

How to create an action item?

One can easily create an action item by just mentioning someone in comment and checking the assign box. This will create an action item for that person.

Note: Action item can be assigned to a single owner. Thus you have to choose who is responsible for marking this done from a list of mentioned people.

Note: One can assign an action item to themselves as well. This will appear in both tabs.

How to close an action item?

One can easily close an action item by checking on the task from the task list. This can also be achieved by checking on the task from the activity feed in the details page.