Actions
Each monthly report sets up to three actions for the following month. You mark them off in the app, and the next report opens with what happened to them.
There are never more than three live actions. New actions only fill free slots.
Where to find them
Section titled “Where to find them”Go to Marketing Feed > your brand > Overview tab > Actions. The section shows how many are live, for example “2 of 3 live”.
Each action shows:
- what to do, and why
- Measured on: the number it should move
- Set for: the month it was set for
Update an action
Section titled “Update an action”Owners, admins and members can update actions. Viewers can see them but not change them.
Use the list next to each action to set its status:
| Status | What happens |
|---|---|
| Open | Still to do. Stays live. |
| Done | Leaves the live list and goes to History. The next report shows it with what moved. |
| Not done | Stays live. You can add what got in the way. |
| Dropped | Leaves the live list and goes to History. The report won’t suggest it again. |
Mark an action done
Section titled “Mark an action done”- Choose Done.
- Optionally, add What was done.
- Select Mark done.
Drop an action
Section titled “Drop an action”- Choose Dropped.
- Add why you’re dropping it. The report uses this so it won’t suggest the same action again.
- Select Drop it.
Mark an action not done
Section titled “Mark an action not done”- Choose Not done.
- Optionally, fill in What got in the way. It saves when you click away.
Second month: do it or drop it
Section titled “Second month: do it or drop it”An action that’s still Open or Not done is carried into the next month once. It’s then labelled Second month: do it or drop it.
If it’s still not done after that month, the report retires it. It moves to History as Retired.
History
Section titled “History”Actions you’ve closed are kept in History.
- Below the live actions, select History.
- Actions are grouped by the month they were set for, with their status (Done, Dropped or Retired) and any note you added.
To bring one back, choose Change next to it, then Reopen, Mark done or Drop.
Before your first report
Section titled “Before your first report”Until your first report arrives, the section reads: “Your first report sets up to three actions for the following month.” When all actions are closed, it reads “Nothing open” until the next monthly report sets new ones.