Action Items allow you to create and track simple to do items between coaches and teachers to help keep track of next steps in a shared, centralized place.
To get to action items within KickUp:
navigate to your roster in your coaching instance
click the name of the teacher for whom you want to create or manage actions items (for them or for yourself in relation to your work with them)
click on the Action items tab
As a coach and teacher within KickUp, use Action Items to:
Create an Action Item
To create an action item, click the Add action item button.
You will see several different fields to enter for the action item:
Title (required)
Description (optional)
Assignee (required)
Due Date (optional)
Once you have entered all required and any optional fields, click Save.
View incomplete and completed Action Items
On a teacher's Action items tab, you will automatically see only action items that are not yet complete.
To view completed action items, click the completed drawer. From there, you will be able to see all the completed action items between you and this teacher.
Mark an Action Item as Complete
To mark an action item as complete, click the circle to the left of the Action Item. Once you do this, it will still be visible in the Completed action item drawer.
Edit an Action Item
To edit an action item, click Edit to the right of the action item you would like to edit.
From there, edit your desired fields and click Save.
Revive completed Action Items
To revive a completed action item, click the Mark as incomplete button to the left of the Action item that you would like to revive. This action item will be moved to the incomplete action item section at the top of the page.
Action items video walkthrough
Still have questions?
Check out our other articles
Reach out to info@kickup.co






