Applicable Product:

• Talent Management - Performance

Applicable Release:

• V25.04+

Details:

Both managers and employees can add action items to conversation.  Action items are immediately visible to both parties once they are added.

1. Click on the Employee name on your 1:1 Conversation screen
   
2. Click the +Add Action button.
   
3. Enter the action item in the text field.
   
4. In the Assigned To field, select the appropriate user.
   
5. In the Due Date field, enter a date.  Use the icon to use the calendar.
   
6. Click the check mark to save the item.
   
7. Repeat steps 1-5 to create additional action items.
8. Optionally, take one of the following actions for additional agenda item management:

• To archive an action item, click the icon.  Note: Only active action items display by default.  Select Archived in the toggle to view archived items. 
  
  
• To delete an action item, click the icon.