Executive Actions

Add an action

Add an action to record an organization-level follow-up with a named owner.

1. Open Actions from the Executive navigation.
2. In Add action, enter an Action title of up to 240 characters.
3. Choose an Owner from the list of executives and admins.
4. Optionally set a Due date and add Notes of up to 4,000 characters.
5. Choose Save action.

Update an action

Each action in Active actions shows its owner, its due date, and its status.

1. Find the action in Active actions.
2. Use the status menu on its row to set Open, In progress, or Completed.
3. To change the title, owner, due date, notes, or status together, choose Edit, make your changes, and choose Save action changes.
4. Choose Cancel to leave without saving.

Archive and restore an action

Archiving removes an action from Active actions without deleting it.

1. Choose Archive on an action you no longer need.
2. Choose Show archived actions to see archived items.
3. Choose Restore on an archived action to bring it back.
4. Choose Show active actions to return to the main list.

Owners and edit conflicts

• An owner must be an active Executive or Client Admin in your organization.
• If an owner's account becomes unavailable, the row shows Owner unavailable. Reassign the action to an eligible owner before saving other changes.
• If someone else changes an action while you are editing it, Stride asks you to cancel and reopen it before saving, so their change is not overwritten.
• If Actions cannot load, it shows Actions unavailable with Retry. Stride does not show an empty list for a failed source.

Where actions appear

Overview shows an Open actions count that includes every action that is not Completed. Printed reports end with an Actions appendix listing each action's owner, due date, and status.