Managing Action Items

In the Action Items section, you have the ability to view the highest value cloud action items and manage the execution of those items. The Activity Log helps you track status changes to action items, as well as the business value of resolving those items.

Track Action Items

In the Action Items section, you will find your action items prioritized by Net Value. Easily identify the highest value action items to work on by starting from the top of the list. Each action item has a Status and an Action Type.

The Status of an item allows you to track which items are “Open,” “In Progress,” and “Resolved.” The Action Type indicates what needs to be done (e.g., Terminate, Rightsize) that is optimal for your workload. 

Action

Update the Status of an Action Item

Once you select an action item, an overlay will appear and you will see a list of Tasks. You may choose Task #1 or an Alternative Task to take. Once you have chosen a Task, you may change the status of that Task to reflect your workflow.

(If you do not wish to execute any Task, you may leave the status of all Tasks “Open.” Leaving all Tasks “Open” will allow the action item to remain in your Action Items list and for the associated cloud resource to continually be evaluated for Tasks).

The Status bar at the top of the action item overlay allows you to track your action item's progress at a glance.

Overlay

Steps to Get Started:

  1. Select an action item from the Action Items section. You will see an overlay appear.
  2. Choose a Task for your resource. If you choose to do nothing, you may leave all Tasks “Open” and you will receive new Tasks for the resource when they are available.
  3. Update the status of the Task to “In Progress” or “Resolved.”
  4. Click Save.

Helpful tips: If a Task is “In Progress” and you would like to revisit another Task, you must first change the Task marked as ”In Progress” back to ”Open.”

Once a Task's status has been changed to “Resolved,” you will only be able to reference details of the action item in the Activity Log section.

Note: If you choose to terminate or rightsize a resource, you should resolve the action item before executing the change with your cloud provider. Once a resource is terminated, we are no longer able to detect the resource. Resolving the action item in advance will ensure proper tracking of your activity.

Tasks

View Action Item History and Realized Net Value in the Activity Log.

The Activity Log section is where you can track the history of changes to your action items and measure business impact.

Activity