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Overview

Actions are where strategy meets day-to-day work. While your Roadmap shows what initiatives you’re pursuing, Actions are the specific tasks people complete to make those initiatives succeed. The Actions page is a Kanban board with four columns:

Backlog

Planned, not yet ready.

Ready

Prepared to start.

In Progress

Being worked on.

Done

Completed.
The Ciclo Actions Kanban board with four columns
Actions created from roadmap initiatives appear here automatically (usually in Backlog), so strategic plans translate straight into trackable work.

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Create and manage actions

1

Open your team's Actions board

Pick your team, then choose Actions in the sidebar.
Action cards on the board
2

Add an action

Use New Action (or the + in a column header to drop it straight into that column) and fill out:
  • Title — a clear, specific task.
  • Owner(s) — who’s responsible; it shows on their to-do list.
  • Description — what needs doing and why.
  • Column, Priority (Low/Medium/High), and Due date.
The new action modal
Action detail fields
3

Break it into tasks

Add checklist tasks for the smaller steps. Ciclo tracks completion as a percentage so you can see how close an action is to done.
Adding tasks to an action
4

Link to strategy

Connect the action to a Linked Initiative and any Linked KPIs it impacts. This creates a clear line of sight from day-to-day work up to strategic goals.
Linking an action to initiatives and KPIs

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Keep work moving

Drag a card between columns, or change its column from inside the action: Backlog → Ready → In Progress → Done.
Moving an action through the workflow
Use tags to categorise and filter, comments for team updates visible to everyone, and the automatic history log to see how an action has changed.
Use Filter to narrow by text, owner, or tag — handy once the board fills up. Clear all filters to return to the full view.
Run the analysis action for feedback on how well your actions align with roadmap initiatives, plus specific suggestions to strengthen execution.
AI analysis of actions

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Best practices

  • Right-size actions — substantial enough to matter, small enough to finish soon.
  • Update regularly — move cards as status changes to keep the board accurate.
  • Link consistently — always connect actions to the initiatives they support.
  • Review weekly — a standing review keeps progress honest and surfaces blockers.

Roadmap

Performance & KPIs

Strategy

Alignment view