My Follow-ups

“My Follow-ups” is your personal action tracker. It aggregates all actions assigned to you across plans and steering groups in one unified view.

Accessing My Follow-ups

Click “My Follow-ups” in the sidebar to open your personal action dashboard.

What You’ll See

My Follow-ups shows:

• All actions assigned to you from any plan or steering group
• Current status of each action
• Due dates and overdue indicators
• Source (which plan or steering group)
• Priority levels

Views

Kanban Board

The default view shows a Kanban board with columns for each status:

Column	Actions
Pending	Not yet started
In Progress	Currently working on
Blocked	Cannot proceed
Completed	Finished

Using the Kanban Board

• Drag and drop cards between columns to change status
• Click a card to see details
• Filter to focus on specific plans or groups
• Sort by due date, priority, or creation date

List View

A traditional table view showing actions in rows:

• Sortable columns - Click headers to sort
• Quick edit - Update status or dates inline
• Selection - Select multiple for bulk actions
• More detail - Better for seeing many actions at once

Calendar View

See actions by due date on a calendar:

• Monthly view of upcoming deadlines
• Click dates to see actions due that day
• Visual overview of your workload
• Quickly spot overdue items

See also My Calendar for meetings and events.

Updating Actions

Changing Status

1. Kanban Method

   Drag the action card to the new status column.

2. From Action Details

   Click the action, then update the status dropdown.

3. Quick Edit

   In list view, click the status cell to change it.

Adding Comments

Actions support threaded discussions:

1. Open the action details
2. Scroll to the Comments section
3. Type your comment
4. Click “Post”

Comments are visible to anyone with access to the action.

Tip

Use comments to log progress updates, ask questions, or note blockers. It creates a history of the action’s progress.

Filtering Actions

Focus on what matters with filters:

Filter	Use Case
Status	Show only pending, or only in-progress
Plan	Actions from a specific plan
Steering Group	Actions from a specific group
Priority	High-priority only
Tags	Specific categories
Due Date	Overdue, due this week, etc.

Combining Filters

Apply multiple filters together:

• “High priority AND Overdue”
• “From Plan X AND In Progress”

Tags

Tags help categorize actions:

Viewing Tags

• Each action can have multiple tags
• Tags appear as colored badges on cards

Filtering by Tag

1. Click the filter icon
2. Select “Tags”
3. Choose one or more tags
4. View only matching actions

Managing Tags

Organization admins create and manage available tags. See Organization for details.

Action Details

Click any action to see full details:

• Title and description
• Status and priority
• Assignee and due date
• Source (plan or steering group link)
• Links (orientations, key results, mandates)
• Comments thread
• Activity history

Best Practices

Daily Routine

1. Morning - Check My Follow-ups for your day’s priorities
2. Work - Update status as you progress
3. End of day - Mark completions, note blockers

Staying Organized

• Use filters to focus on one project at a time
• Update statuses promptly to keep others informed
• Add comments when there’s context to share
• Flag blockers immediately so they can be addressed

Managing Overdue Items

When actions are overdue:

1. Assess - Is it still needed?
2. Update - If continuing, set a new realistic date
3. Cancel - If no longer relevant, mark as cancelled
4. Communicate - Let stakeholders know about delays

Caution

Avoid letting actions pile up in “Pending” status. If you can’t start something, communicate about it rather than leaving it untouched.

Action Sources

Actions come from different sources:

From Plans

• Created under plan objectives
• Contribute to strategic goals
• Click to navigate to the plan context

From Steering Groups

• Created in meetings or from decisions
• Link back to specific meetings
• Part of governance follow-ups

Finding the Source

Each action shows where it came from:

• A plan icon with plan name, or
• A steering group icon with group name

Click to navigate to the source.

Notifications

Stay informed about your actions:

• New assignments - When someone assigns you an action
• Due soon - Reminder when deadlines approach
• Comments - When someone comments on your actions
• Changes - When details of your actions change

Next Steps

• My Calendar - See meetings and deadlines
• Objectives & Actions - Understand actions in plan context
• Follow-ups - Steering group action management