To activate the Action Items Tracker, find it under New apps in the Valotalive Dashboard, click Activate, set the Title and Retain period in the Configuration tab, and save. The app is then ready to be added to your Digital Tier Board.
Prerequisite: The Action Items Tracker is included with the Digital Tier Board subscription. You need an active Digital Tier Board subscription to activate this app. To add the app to a board after activation, see the Digital Tier Board setup article. |
What is the Action Items Tracker?
The Action Items Tracker is a sub-app included in the Digital Tier Board subscription. It lets operational teams log, assign, and track exceptions and tasks in real time during shift huddles and tier meetings — directly on the display, without switching to a separate tool.
The tracker appears as an app inside the Digital Tier Board. It sits alongside other board tabs such as Safety, Quality, Delivery, and People.
Step 1 — Activate the app
A Valotalive Admin must activate the app before it can be used on any board.
Log in to the Valotalive Dashboard.
In the left navigation, click Apps.
Click New apps.
Find Action Items Tracker in the list and click it.
Click Activate.
The Configuration tab opens automatically.
Step 2 — Configure the app
The Configuration tab is the only tab you need to complete for initial setup. The other tabs (Source, Usage, Actions, Help) are not required at this stage.
Setting | What it does | Recommendation |
Theme | Sets the visual style of the tracker | Leave blank — the tracker inherits the Digital Tier Board theme automatically |
Title | The name displayed on the Action Tracking panel | Default is 'Action Items Tracker'. Change if your team uses a different name. |
Retain period | How many months completed tasks remain visible before being permanently hidden | Set to 0 to hide completed tasks immediately, or enter the number of months you want them visible for reference |
Theme: Leave the Theme setting blank. The Action Items Tracker inherits the visual theme of your Digital Tier Board automatically. You only need to select a theme if you want to override the board default. |
Understanding the Retain period
The Retain period controls how long completed tasks stay visible in the tracker before being permanently hidden.
Set to 0: Completed tasks are hidden immediately once marked as Completed.
Set to 1 or more: Completed tasks remain visible for that number of months, then disappear automatically.
Most operational teams set this to 1–3 months so completed items can be referenced in subsequent meetings before being removed.
Step 3 — Save and finish
Once you have configured the Title and Retain period, save your settings. The Action Items Tracker is now active.
Next step: To make the Action Items Tracker visible on a display, add it to a Digital Tier Board. See the Digital Tier Board setup article for instructions. |
Need help?
If you cannot find the Action Items Tracker under New apps, your account may not include the Digital Tier Board subscription. Contact your Valotalive account manager or reach the support team via the chat widget in the Valotalive Dashboard.