Track response actions and ownership
Create, assign, prioritize, track, and complete response work from Overview.
On this page
Before you start
Intended audience
Incident commanders and responders who coordinate response work.
Required permissions
You need permission to update incident actions.
Prerequisites
- Open the incident. Select Overview.
Procedure
Create the action
Step 1 of 7
Open the action form
In Open work, select Add action.
Step 2 of 7
Describe the work
Enter the required Action. State one observable outcome.
Step 3 of 7
Set accountability
Select an Owner. Set Priority and Due date.
Step 4 of 7
Add useful context
Use Details for acceptance criteria, a link, or a short constraint. Do not use placeholder text. Keep the action specific to the incident.
Step 5 of 7
Create the action
Select Create action. You can also press ⌘/Ctrl + Enter. The new item appears in Open work.
Maintain work
Step 6 of 7
Update or complete work
Change Owner or Priority in the row. Select its check control to complete the action.
Step 7 of 7
Cancel work
Open More actions. Select Cancel action. Completed and canceled actions leave the active list.
You are done when…
Open work shows an accountable action with its owner, priority, due date, and current state.
Troubleshooting
An action is still in Open work.
Check its state and save the completion or cancellation update. An owner alone does not complete the action.
The owner list is empty.
Confirm workspace members are available and use the incident's permissioned responder list.
An owner is unavailable.
Assign the action to an available responder. Update the incident responders when needed.
The action is too broad.
Split it into separate observable outcomes. Give each action one owner.