How do I use the Action tab?

The action tab lets you create, assign, track, and export action items.

One of the most important things you can do with Joyous feedback is take action. The action tab allows you to:

  1. Create action items
  2. Edit action items
  3. Remove action items
  4. Prioritize action items
  5. Export action plans



1. Add action items.

  • Click '+ Action item' to display the action item modal
  • Click the 'Name' input to type an action item name
  • Click the 'Name of assignees' dropdown, start typing a name then choose one or more assignees from the options to assign people to an action item
  • Click the 'Theme' dropdown, then click on a theme to associate the theme with the action item.
  • Click the blue '+ Add task' button then type to add a task. You can add as many tasks as you need to each action item.
  • Click 'ADD' to save your action item 

Add action item-1



2. Edit action items.

  • Hover over an action item till the three dots appear
  • Click the three dots, then click 'Edit'
  • Edit your action item, then click 'SAVE'

Edit Action Item



3. Remove action items.

  • Hover over an action item till the three dots appear
  • Click the three dots, then click 'Remove'
  • Click 'REMOVE' to remove the action item

Remove action item



4. Prioritize action items.

  • Hover over an action item till the six dots appear
  • Click and hold the six dots, then drag the item to reorder it
  • Let go of the six dots once the action item is in its new position

    Reorder action items


5. Export action plans.

  • Click the three dots in the top right corner of the Action tab
  • This will give you the option to export your action plan as a PDF, PowerPoint, or spreadsheet
  • Click the format you wish to have your action plan in
  • Click 'DOWNLOAD' to open your action plan
Export action plan