To create a new action item, open the Action Tracking tab in your Digital Tier Board and click New task. Fill in the status, action item name, assignee, due date, and any notes, then click Save Task. The item appears immediately in the tracker list.
Who can use this: Any team member with access to the Digital Tier Board can view, create, and update action items. No special Valotalive user role is required. |
Finding the Action Tracking panel
The Action Tracking panel is a tab inside your Digital Tier Board. To open it:
Open the Digital Tier Board on your display or in a browser.
In the left sidebar, click Action Tracking.
The panel opens showing all current action items and a New task button at the top.
Depending on how your board is configured, the Action Tracking panel may appear as a full-width tab or alongside another app such as a Power BI report in a split-screen layout.
Creating a new action item
In the Action Tracking panel, click New task.
The Create New Task dialog opens.
Fill in the fields (see field descriptions below).
Click Save Task. The item appears immediately in the list.
Fields in the Create New Task dialog
Status: Select the current status from the dropdown. Default is Not started. See the status reference table below for all options.
Action item: Enter a clear, descriptive name for the task so team members understand it without additional context.
Assigned to: Enter the name of the person responsible. Their initials appear as an avatar in the list view.
Due date: Enter the deadline in dd.mm.yyyy format. Past due dates are highlighted automatically in the list.
Notes: Add any additional context, blockers, or progress updates. Useful for logging changes during daily meetings.
Status options
Each action item has a colour-coded status badge that makes the state of every task visible at a glance during meetings.
Status badge | Colour | What it means |
Not started | Grey | The task has been logged but work has not begun. |
In progress | Yellow/amber | The task is actively being worked on. |
Pending | Yellow | The task is waiting on something before work can continue. |
Completed | Green | The task is done. The due date is crossed through. Hidden after the retain period. |
Expired | Red | The due date has passed and the task is not completed. Due date is crossed through in red. |
Rejected | Red (dark) | The task has been cancelled or dismissed. |
Past due dates: When a due date passes and the task is not completed, the date is highlighted in amber on the list. The status does not change automatically — a team member must update it to Expired or another status manually. |
Editing an existing action item
To update an action item — for example, to change its status or add a progress note:
Click on the action item in the list.
The item opens in edit mode.
Update the relevant fields.
Click Save Task to confirm the changes.
Sorting the list
You can sort the action items list by any column to prioritise the view for your meeting. Click the column header of the field you want to sort by — Status, Action item, Assigned to, or Due date. Click the same header again to reverse the sort order.
Note: The sort order is not saved between sessions. Re-apply your preferred sort at the start of each meeting. |
Completed and expired tasks
Completed tasks: Highlighted green with the due date crossed through. They remain visible for the number of months set in the Retain period, then are hidden automatically.
Expired tasks: Shown with a red Expired badge and the due date crossed through in red. Update the status manually to reflect the correct state.
Need help?
If the Action Tracking panel is not visible in your Digital Tier Board, contact your Valotalive Admin. The Action Items Tracker must be activated and added to the board before it appears. See the Action Items Tracker activation article for admin setup steps.