Before You Begin
Only admins and managers can add action items. Talents cannot add their own.
Action items are organized by goal each item is added under the specific goal it supports.
Talents are the only ones who can mark action items as complete.
Action items can be added at any point during the active cycle.
What Action Items Are For
Action items are a checklist of steps that admins or managers add under a talent's goals to help them achieve those goals. Each item is a short piece of guidance something the talent should do to stay on track. Talents see the checklist on their performance profile and check off each item as they complete it.
Adding Action Items Manager
Managers access action items from the Team Actions tab inside My Performance.
Go to My Performance in the top navigation.
Select PM Goals, then open the cycle.
Click the Team Actions tab.
Select a team member from the Team Members panel on the left.
The Actions section appears showing all of the talent's goals. Each goal has a + Add button.
Click + Add next to the goal you want to add an action item under.
Type the action item text and save.
💡 Tip: Use the Ask AI button at the top of the Actions section to get AI-generated action suggestions based on the talent's performance data. You can use a suggestion as-is or edit it before saving.
Adding Action Items Admin
Admins access action items from the Action Steps tab on a talent's profile inside the cycle.
Go to Performance in the left navigation and open Performance Cycles.
Select the cycle, then select the talent.
Click the Action Steps tab.
The tab shows all of the talent's goals. Each goal has a + Add button.
Click + Add next to the goal you want to add an action item under.
Type the action item text and save.
💡 Tip: The Ask AI button is also available here to generate suggested action items from the talent's performance data.
Adding Action Items from a Goal's Detail Page
Action items can also be added directly from inside a goal's detail page.
Open the goal from PM Goals or from the talent's performance sheet.
In the right panel, find the Actions section.
Click + Add Action.
Type the action item text and save.
Deleting an Action Item
If an action item is no longer relevant, admins and managers can delete it.
Find the action item on the talent's goal.
Click the delete icon next to the item.
Confirm the deletion in the confirmation dialog.
⚠️ Warning: Deleting an action item is permanent. If the talent had already marked it as complete, that progress is also removed.
Completing Action Items Talent
Talents see all action items as a checklist under each goal on their performance profile.
Go to My Performance and open the active cycle.
Navigate to the goal with action items.
Check the box next to an action item once it is done.
The item is marked as complete and the manager or admin can see the updated status.
FAQ
Who can add action items?
Who can add action items?
Admins and managers can add action items to a talent's goals. Talents cannot add their own.
Who marks action items as complete?
Who marks action items as complete?
Only the talent can check off action items on their performance sheet.
Are action items tied to a specific goal or to the whole sheet?
Are action items tied to a specific goal or to the whole sheet?
Action items are added at the goal level. Each action item belongs to the specific goal it was added under.
Can the manager see which action items the talent has completed?
Can the manager see which action items the talent has completed?
Yes. The manager and admin can see the completion status of each action item from the talent's performance sheet.