The Action Items tab is available in the Report section of an opportunity. It provides a place to record remediation and future efforts identified through the investigation and learning meeting.

Action items represent the actions you want to take after learning from the incident. You may link engineering work tickets and other work items.

Action items might look like:

• Setting up a meeting to discuss the options for tackling a specific issue.
• A project to pull data from incidents involving a piece of legacy code to help prioritize a re-write.
• Or a new initiative to get support involved earlier in the product development process.

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More Information

For more information on Action Items, please see our blog post Handling Action Items as part of our Incident Analysis 101 series.

Action Items In Jira

With our Jira integration, you can create new action items in Jira, or link existing Jira issues as action items.

Link a Jira Issue as an Action Item

1. From the Action Items tab in your opportunity, select Add an action item Link.

2. In the Link a Jira issue field, paste the URL of your Jira issue.

3. The Jira issue will be linked to your opportunity and details about the issue will be displayed.

Create a New Jira Ticket as an Action Item

1. From the Action Items tab in your opportunity, select Add an action item Create.

2. Select your Jira Project and Issue type.

3. Enter your issue's Summary (name) and, optionally, a Description.

4. The Jira issue will be created, linked to your opportunity and the details of the issue will be displayed.

Delete a Jira Ticket Action Item

To delete a Jira ticket action item from Jeli, select the menu on the right, then select Delete.

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Note

This action does not delete the issue in Jira.

Quick Action Items

If there are action items you would like to create and track outside of Jira, we provide a simple and flexible Quick Items option.

1. From the Action Items tab in your opportunity, toggle the option for Show Quick Items.

2. The text field for Action Items is Markdown-supported. You can create check boxes to mark off when each action item is complete.