Close the actions that are done
Mark finished actions as done, on the day they were finished, so the plan tells the truth.
The task in figures
- Gives you back
- 1.2 h a monthper team; today it takes 1.2 to 2.5 h a month
- Elmira today
- Does it
- Frequency
- Weekly
- Who does it today
- Analyst
- Version
- Elmira Junior
What hurts today.
Finished actions stay open, and the plan looks behind.
They get closed without knowing whether they deliver what was promised.
The wrong action gets marked done, and nobody notices.
A finished action that is still open makes the plan lie: it looks late, and the team wastes time talking about what is already done. Closing it well means confirming with the owner that what was promised was delivered, marking it done on the day it was done and, if it had a client, getting them to accept it.
Done today with
- In-person meeting
- Spreadsheet
- Email and chat
- BI dashboard
- Project tool
Each step, today and with Elmira.
The owner tells Elmira on WhatsApp they finished, and she marks it done that day; if it was a mistake, they undo it with a button. The Board and its counts update on their own.
| Step | Today | With Elmira |
|---|---|---|
| The owner says they finished it | Email and chat | Your call |
| Mark it done on the day it was done | Spreadsheet, Project tool5 min – 10 min | |
| The client accepts it | Email and chat, In-person meeting | Your call |
| Update the plan and its counts | Spreadsheet, BI dashboard10 min – 20 min | Automatic |
| Undo it if it was marked by mistake | Spreadsheet2 min – 5 min |
The conversation
- Camila, Maintenance technician
Elmira, I finished checking compressor 2: it passed the pressure test without leaks.
I did this:
Marked “Check compressor 2” done.
If something is not right, press “Undo” within 24 hours.
Does this happen to your team?
Book a demo and we will show you Elmira doing this task.
More cases of actions and follow-up
- Gather progress from the floorProgress arrives by word of mouth, late or never.
- Record the plan’s actionsThe agreements stay in the notebook of whoever took notes.
- Tell each owner about the action assigned to themWhoever missed the meeting does not know they have an action.