• Quick Links

How to use the Agreement Tracker

<aside> <img src="/icons/new-alert_purple.svg" alt="/icons/new-alert_purple.svg" width="40px" /> Go to Agreement Tracker to start tracking your team’s progress

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This is a place where we store every person’s action items. The table has been sorted by Assignee and deadline.

1. Go to your action items.
2. For tasks that are done, toggle the Done column, and then toggle the Archive column (the first column). This will make the action item disappear. You can always view archived items under the view Archived action items.
3. For tasks that aren’t done, fill out the subsequent columns.

This table has multiple Views.

1. To see all actions grouped by each person, toggle the view to Active Actions - Assignee.
2. To see all actions in a table format, toggle the view to All Active action.
3. To see your own action items, toggle the view to My Action items.
4. To see actions you are waiting on from other people, toggle the view to Actions am I waiting on?
5. To see previous action items, toggle the view to Archived.

Untitled

How to fill out this chart

• Archive: only toggle this when the action is completed or discarded.
• Assignee: whose task is this?
• Who did you make this agreement with?: you agreed to take this action with someone. Who asked you to do this task? They will be responsible for following up with your actions and holding you accountable. You are responsible for following up with the teammates who agreed to doing actions you requested.
• Action item: what have they agreed to do?
• Deadline: when will they do it by?
• Relations: every action item should be related to a Goal, Issue, Topic, or Feedback. Select the proper Issue, Topic, or Feedback under the relations property.

Logic Tree

• Done - is the action done or not? If yes, once you discuss in the session, skip the rest of the columns, and archive the action by toggling the Archive option. Otherwise, continue below...
• If Not, Why Not - Why didn't this action get done? (e.g.: poor time management, became deprioritized, etc.)
• Regrettable? - If you didn't do the action, is it regrettable or not? Does it still make sense to still do it? If regrettable...
  • Next Steps - How will you avoid missing this goal again next time?
  • New Deadline - What is your new deadline? Choose a deadline that is realistic to get this done.
• Finally, duplicate the action item and archive the previous action by toggling the Archive option. (Note: do not change the due date of the original task. We want to see which tasks were completed on time, and which weren’t. That is the purpose of duplicating the page.)

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