What are action items?
An action item is a task that members are expected to complete. Action items are attached to cards. There are several types of action items that correspond to common tasks that need to be performed by group members. For example, an "RSVP" action item can be used to determine which members are coming to an event, or a "Take a poll" action item can be used to conduct a survey of all members.
Use one of the interactive features of a card to have your members complete an action item, such as:
Action items may have a due date, in which case members will be prompted (and reminded via email) to complete the action item by the specific date. Action items may also have an expiration date, after which they may no longer be completed.
Types of action items
Take a poll
Trying to decide when to meet, what to eat, or just need to gather public opinion? Create a poll and ask members to complete it in Unison!
After clicking "New card", choose "Take a poll" from the "Action item" menu on the left of the card.
Type the question you want answered and enter each option to allow members to place their vote.
Allow voters to select multiple answers by checking the first checkbox.
Looking for members to sign up to do or bring something? Add a signup to your card to get exactly what you need.
After clicking "New card", choose "Signup" from the "Action item" menu on the left of the card.
You can specify the generalities of what needs to be done or brought, as well as the number needed. If left blank, then as many people who want to can sign up for that slot.
When a member clicks to “Sign up” for a slot, they will have the option to enter a description, and in this way they can communicate their custom item.
Need to know how many people are coming to an event? Add an RSVP to your card to get a head count.
After clicking "New card", choose "RSVP" from the "Action item" menu on the left of the card.
Using the first checkbox, you can also allow members to invite additional people, and limit that number as relevant to the event.
Complete a task
If you need members to complete a task, you can use the "Complete task" option so members can check a box when it is complete.
After clicking "New card", choose "Complete task" from the action item menu on the left of the card.
Type out the task that members should complete.
Fill out a form
Tired of paper forms cluttering your desk? Having a hard time organizing the answers so you can easily reference them? Drop the paper forms and create a form in Unison to easily collect and organize responses!
After clicking "New card", choose "Complete task" from the "Action item" menu on the left of the card.
Give the form a name. Then, build the form by clicking "Add a new question" and selecting one of the options from the drop-down list. You can learn more about the types of form questions you can build here.
Upload a document
Do you need to collect a document from your members like a signed waiver? You can ask members to upload a document and collect them all in one place with ease.
After clicking "New card", choose "Upload a document" from the "Action item" menu on the left of the card.
Type in the name of the document you want to collect from members. These will only be accessible by leaders and administrators in Unison and will not be shared on the group's card or feed.
To view action item responses, click on the card. Some action items, like polls and signups will display the overall results under the question.
For all action items, click the three dots to the right of the poll. Choose "Manage responses." Here you will see a list of all of your members. If looking for a specific member's response, use the search bar at the top to look for their name.
If a member has not completed the action item, the status bubble will be a light blue and the response will say Pending. You can email all members who have not completed the action item by clicking the icon of an envelope in the upper right corner. You can complete an action item for a member or mark it as complete without filling it out by checking the status bubble next to their name.
If a member has completed an action item, the status bubble will be green and the response will indicate their answer. You can see how many out of the total members have completed this poll in the completion bar at the top of the window.
For RSVPs, you can also email those who have responded in a certain way (Yes, No, or Maybe) by clicking the icon of an envelope in the upper right corner.
For some action items, you can also download the responses as a .csv file (or .zip file for documents). Click the icon of the arrow coming out of the cloud and the responses can be saved to your computer.