Issues & follow-through
Turn the issue into a next step.
Keep the problem, decision, and action connected, with one owner and a clear due date.
A clear path to follow-through.
Illustrative workflow
Example issue to action
Keep the decision moving.
- IssueNew customers miss their kickoff.
- DecisionConfirm the next step before handoff.
- ActionUpdate the handoff checklist.Operations lead · due Friday
- Capture the issue
- Give problems a place before the meeting starts.
- Decide what changes
- Record the decision in its original context.
- Track the follow-up
- Review owners, due dates, and status in one list.