Core Concepts3 min read

Action Items

Own and track corrective work from incident postmortems

Action items turn a postmortem into owned follow-up work. Each item belongs to a postmortem and its incident, and can carry an owner, due date, priority, status, description, and Jira link.

Action-item fields

Field Values or behavior
Title Required description of the corrective work
Description Optional detail or acceptance criteria
Owner An active OpsKnight user, or unassigned
Due date Optional date; incomplete items past this date are marked overdue
Priority High, Medium, or Low
Status Open, In Progress, Completed, or Blocked
Source Postmortem for items created in the v1.3 postmortem workflow
Jira Optional linked Jira issue when Jira is configured

Add action items to a postmortem

  1. Open a postmortem you can manage.
  2. In Action Items, enter a title.
  3. Set priority and status.
  4. Optionally add a description, owner, and due date.
  5. Select Add Action Item.
  6. Save the postmortem.

Use a title that describes a verifiable outcome. Put implementation detail and the completion test in the description. Assign an owner and due date before publishing the postmortem whenever possible.

Use the organization-wide board

Open Action Items from the main navigation. The page combines action items from all postmortems and shows totals for open, in-progress, completed, blocked, overdue, and high-priority work.

You can switch between board and list views; filter by status, owner, or priority; open the originating postmortem and incident; and identify overdue items. The totals describe the unfiltered collection; filters change the displayed items.

Update an item

Responders and administrators can manage action items. Update the owner, due date, priority, description, or status from the postmortem. Set the status to Completed only after the corrective work and its validation are finished.

Jira workflow

When the workspace Jira integration and the incident service's Jira mapping are configured, an item can create a Jira issue, link an existing issue by key, refresh the linked issue's status and assignee, or unlink it.

Creating an issue requires a valid Jira project and action-item issue type on the service mapping. Linking is one-to-one: an issue already linked elsewhere cannot be linked again. See Jira Cloud.

Troubleshooting

Problem Check
An item is absent from the board Confirm the postmortem was saved and clear the status, owner, and priority filters.
An item is marked overdue Its due date is in the past and it is not Completed.
Create Jira fails Configure workspace Jira, then configure the incident service's Jira project and action-item issue type.
Jira reports an invalid project or issue type Verify the project key, API-token permissions, and issue type in Service Settings → Jira Mapping.
A Jira issue cannot be linked Confirm the key exists and is not already linked to another incident or action item.

Last updated for v1.3

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