Action Items allow you to create simple to do items between coaches and teachers to help keep track of next steps.

As a teacher within KickUp you can:

1. View your Action Items:

To begin, select the coaching instance that contains the action items you would like to view. Once you've selected the coaching instance, navigate to the Action Items tab.

If you do not have coaching cycles enabled, you will automatically be brought to your action items after selecting your coaching instance.

2. Create an Action Item:

To create an action item, select the Add Action Item button.

Once you select to add an action item, there will be several different fields to complete:

  • Title

  • Description

  • Assignee

  • Due Date

Once you have completed the required fields (title and assignee), select Save.

3. Complete an Action Item

To complete an Action Item, select the circle icon to the left of the Action Item. This will mark this item complete, and it will be placed under the Completed Action Item drawer.

4. Edit an Action Item

To edit an Action Item, select the Edit button to the right of the Action Item you would like to edit.

From there, you can edit your desired fields and save.

5. View completed Action Items

To view completed Action Items, select the completed drawer. From there, you will be able to see all the completed action items between you and your coach.

6. Revive completed Action Items

To revive a completed Action Item, select the Mark as Incomplete button to the left of the Action Item that needs to be revived. This Action Item will move to the incomplete action item section at the top of the page.

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