This article applies to all Design users in the PI2 platform.
Once you've created a team and revealed your Team Type, it's time to take action.
Use Design's Action Planner to assign actions purposefully built to help your team improve communication, collaboration, and productivity.
Tip: Actions in Design are different than actions in Perform. Learn how to create action items in Perform.
How to add items to the Action Planner
Log in to the PI software.
Select Design from the top navigation bar.
You will land on the Team Discovery page.
Select the relevant team from the list.
You will land on your team page.
Scroll down until you see the box titled "Step 3: Action Planner."
Click the "Add actions" button.
A side panel titled "Take action" will open.
You will be presented with some recommended action items to pursue. (These actions are based on the details you provided when creating your team.)
(Optional) If the recommended actions don't resonate, select the dropdown titled "Recommended for your team."
You will be presented with a list of categories.
Select a category to get specific action items, or click "All actions" to see all items.
Select any action items you'd like to pursue. You can also create your own action item by clicking "Add your own action."
Once you're satisfied with your actions, click the "Add Actions" button to confirm.
You'll be presented with a list of your currently selected actions.
Managing existing actions in Design
At any time, you can revisit the Action Planner by clicking "Open Action Planner" on the team page.
You'll be presented with a list of your currently selected actions.
From here, you can perform the following actions:
Add new actions
Remove actions you no longer need
Assign accountable owners
Assign deadlines
Note: To assign an action item to a team member, that employee must have a PI software account. Learn how to invite them to PI Design. (Requires admin access)
Important: Notification emails in PI Design come from <[email protected]>. Please safelist this email address to ensure employees receive timely email notifications.
FAQs
Notifications
Are employees notified when I assign an action to them?
Are employees notified when I assign an action to them?
Yes. When an employee is assigned an action item, they will receive an email with the subject line: "You have been assigned a new action."
This email prompts the employee to view the action (and their team) in Design.
Important: Notification emails in PI Design come from <[email protected]>. Please safelist this email address to ensure employees receive timely email notifications.
Action items
I'm looking to create action items in a Perform workspace. How?
I'm looking to create action items in a Perform workspace. How?
Do action items in Design sync with Perform?
Do action items in Design sync with Perform?
No. Currently, the Action Planner in Design and action items in Perform are completely separate from one another.
That said, you're free to create your own action items in Perform to mimic the ones you have in Design.
Tip: Would you find value in this functionality? Let us know by submitting product feedback.
Troubleshooting
I can't assign an action item to "X" team member. Why?
I can't assign an action item to "X" team member. Why?
If you try to assign an action, you may receive the following message:
"[Employee name] must create a software account before they can be assigned actions."
To resolve this error:
Invite the employee to PI Design. (Requires admin access)
Wait for the employee to create a PI software account.
Once you've confirmed they have access to the software, try assigning the action again.
Additional support