# Action Items

Source: https://docs.astalty.com.au/guide/action-items

> Record follow-up actions on incidents, feedback, referrals and register entries, and track them to completion.

Action items record what needs to happen after an incident, a piece of feedback, a referral or a register entry, who is doing it and by when.

Astalty Premium - This feature is part of the Astalty Premium plan. See What Premium includes.

## Overview

An action item has a title, details, an assignee, a due date and a status:

| Status                    | Meaning                   |
| ------------------------- | ------------------------- |
| **Open**                  | Not started               |
| **In Progress**           | Being worked on           |
| **Completed**             | Done                      |
| **Closed - Not Actioned** | Closed without being done |

Completed and Closed - Not Actioned items count as closed. An open item past its due date shows how many days overdue it is.

## Adding Action Items

Open the incident, feedback record, referral or [register entry](https://docs.astalty.com.au/guide/registers/register-entries), then:

1. On the **Action Items** card, click **Add Action Items**.
2. Under **For every action**, set an **Assigned To** and **Due Date** to apply to every action. Change a row only where it differs.
3. Enter each action's **Title**, and **Details** if needed. Press Enter to start the next action, or paste a list. Each line becomes an action.
4. Click **Add Action**. When you've entered several, the button shows the count, for example **Add 3 Actions**.

![Register entry COI-2026-00004 opened from Registers under Library, with an arrow pointing to the Add Action Items button in the header of its Action Items card, which says No action items recorded for this register entry](https://docs.astalty.com.au/assets/action-items-add-button.png)

![The Add Action Items drawer with Assigned To and Due Date under For every action, and an Action 1 row with Title, Details, Assigned To and Due Date fields, above Cancel and Add Action](https://docs.astalty.com.au/assets/action-items-add.png)

## Updating an Action Item

Select an action item to open it. From there you can:

- change its **Title** or **Description**
- change its **Status**, **Assigned To** or **Due Date**. Moving a due date asks why, and the reason is added to the comments
- record an **Outcome** once it is closed
- click **Mark Complete**
- **Add Comment** and attach **Evidence**
- **Archive** it. Archived items leave the list but stay on the record's audit trail, and can't be restored.

![An action item due 28/10/2026 and 5 days overdue, showing its title, description, Open status, assignee Helena Grimes, a comment, the Evidence drop zone, and Mark Complete, Archive and Save Changes buttons](https://docs.astalty.com.au/assets/action-items-detail.png)

If an action item is assigned to you, you can update it, mark it complete, add comments or evidence, and archive it without permission to edit the original record. Assignment does not override a complaint's privacy restrictions.

## Assignment Notifications

When an action item is assigned or reassigned to you, Astalty sends you an in-app notification and an email, so you don't have to keep checking the Action Items page for new work. Both link straight through to the action.

![An in-app notification titled Action Item Assigned to You, saying an action on INC-2026-90008 has been assigned to you: Book a technician to repair the ceiling hoist](https://docs.astalty.com.au/assets/action-items-assigned-notification.png)

![An email notifying the recipient that an action on INC-2026-90008 has been assigned to them, Book a technician to repair the ceiling hoist, due on 05/11/2026, with a View Action Item button](https://docs.astalty.com.au/assets/action-items-assigned-email.png)

You aren't notified when you assign an action item to yourself.

## The Action Items Page

From the left-hand menu, select **Action Items** (under **Work** when your menu is grouped into sections). The page lists the action items assigned to you, plus those on any incident, feedback record, referral or register entry you can view.

![The Action Items page listing six open actions with the record they came from, assignee, due date and status, one of them 5 days overdue, with the All Actions and Status is any of Open, In Progress filters applied](https://docs.astalty.com.au/assets/action-items-page-guide.png)

| Filter       | Narrows to                                                                                                             |
| ------------ | ---------------------------------------------------------------------------------------------------------------------- |
| **Actions**  | **All Actions**, or **My Actions** assigned to you. If you can only see your own records, it starts on **My Actions**. |
| **Register** | Participant Incident, Staff Incident, Feedback, Referral or Custom Register                                            |
| **Status**   | Open and In Progress by default                                                                                        |
| **Due Date** | Overdue, due today, this week, this month or next month                                                                |

The search box matches an action's title and details.

Select an action to open the record it came from. If you can't view that record, the action opens on its own instead.

> **Action plans in incident report PDFs**
>
> When you export an incident to PDF, tick **Include action plan** to list its action items under **Action Plan**. See [Exporting an Incident Report (PDF)](https://docs.astalty.com.au/guide/incidents/incident-follow-up#exporting-an-incident-report-pdf).

> **Exporting every action item**
>
> To download every action item across your registers as one CSV file, see the [Action Items Export](https://docs.astalty.com.au/guide/exports/action-items-export).