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2.4.1 - Action Tracking Types

Previous Section: 2.4 - Adding Success Criteria (Actions and Measures)




Actions are best suited for tracking qualitative activities or "to-do" items that contribute to your Objective/Project. The initial value will always start at 0% and the target is 100% completion for all Actions.

You can track Actions with one of the following tracking types:

  • Manual slider (default): Direct representation of percent, which allows for a more subjective assessment of completion.
    Screenshot 2025-08-21 at 2.58.31 PM
  • Checklist: Break down an action into manageable checklist items. Each item will have a due date and contributes equally to the overall 100% completion (e.g., if there are 4 items, each is worth 25%). Items can be checked off in any order.
    Screenshot 2025-08-21 at 2.56.33 PM
  • Milestone: For Actions that require a structured sequence, use milestones. You'll define specific milestones, assign a percentage completion to each and they must be completed in the order you've set.

    Screenshot 2025-08-22 at 4.17.02 PM

To gain a more comprehensive understanding, take a look at our Action guide here


Next Section: 2.4.2 - Measure Tracking Types