Creating Action Items

The Action Items hub allows you to define the hierarchy of your project. Whether you are setting a high-level Epic or a specific technical Task, the process is streamlined to ensure all mandatory data is captured.

Creating Different Item Types

• Click 'Add Item' and select the specific item type from the dropdown menu (Epic, Feature, User Story, Defect, or Task).

You can also import or create Epics, Features, or User Stories directly from the Intelligence Hub.

• Fill in all required fields in the pop-up form:

  • Title & Type: Enter a clear, descriptive name and confirm the correct classification to ensure proper organization within the project hierarchy.

  • Status & Priority: Select the current progress stage (To Do, In Progress, Done) and define the urgency level (High, Medium, Low) to support workflow tracking and sprint prioritization.

  • Assignee: Choose the specific team member responsible for completing the item, ensuring clear ownership and accountability.

  • Story Points: Provide the effort estimation to support sprint planning and capacity management.

  • Description: Add detailed information explaining the objective, scope, or issue for complete clarity.

  • Acceptance Criteria: For User Stories define the specific conditions that must be met for the story to be considered complete.

  • Test Case: For defects link the associated test case from which the defect was identified to maintain validation traceability.

  • Attachments: Upload supporting documents, screenshots, or design files for full context.

  
• Click 'Save' to create the action item.

Once saved, the Action Item will appear in the directory. If a Task or Defect is assigned to a team member, it will automatically reflect on their Workboard, providing real-time visibility into workload and progress tracking.