Finding your action items
Open your Store Level Dashboard. Action Items has its own card on the To-Do tab, which opens by default.
Reading the Action Items card
X/Y Completed: how many of this month's action items are done, out of the total for your objective
Due in N Days: the days left in the calendar month. For example, it reads 6 on August 25 and 0 on August 31.
Each item has a checkbox and one line of text. Hover over an item to read the rest.
The card shows the current month only. If there's nothing to do yet, it reads "No action items for this month."
Where action items come from
Most action items are created by your AI Coach, based on your guest survey responses and anything your brand has added to its knowledge base, such as SOPs or training manuals. You can also add your own.
Seeing why an item was created
Click any action item to open its details. You'll see:
The objective it belongs to
Why it was created: an AI Coach label or reason labels
Its sources, such as guest survey responses or your knowledge base. Hover over a source for details.
Completing an action item
Check the box next to the item, or click Mark Complete in its detail window. The item then shows "Completed by" with the name of the person who finished it.
Check items off only once the work is done. Completing an action item can't be undone.
Completed items also appear as green check marks on the Objective Trends graph underneath, on the day they were completed. That lets you see whether your team's work moved your objective score.
Adding your own action item
Click Add Action Item.
Describe the task, up to 1,000 characters.
Optionally, add the factors it relates to.
Click Save. The button turns on once you've entered text.
Double-check before you save. Action items you add yourself can't be edited or deleted afterward.
What changed from the previous dashboard
One card instead of two. Your progress and your list now live together.
Click for details. Hovering over a number to see the reasoning has been replaced by a detail window with the objective, the reasons, and the sources.
The status filter and the "View Current Objectives" link are no longer on this card.