Action items

Action items are follow-up tasks created during a postmortem. They represent concrete steps your team will take to prevent the incident from recurring or to improve future detection and response.

Creating action items

You can create action items from within a postmortem:

1. Navigate to the Action Items section of the postmortem.
2. Click Add Action Item.
3. Fill in the description, assignee, and due date.
4. Optionally link the action item to a project or task tracker (Jira, Linear, GitHub Issues).

TIP

When you use AI-powered summaries, Batida automatically suggests action items based on the incident data. Review and adjust them as needed.

Action item fields

Field	Description	Example
Description	What needs to be done	Add circuit breaker to payment service
Assignee	The person responsible for completing the task	@maria
Due date	Target completion date	2026-05-15
Status	Current state: open, in progress, or complete	Open
Priority	Relative importance: high, medium, or low	High

Updating action items

Assignees can update action items directly from the postmortem page or from their personal dashboard:

• Start working -- change status to In Progress.
• Mark complete -- change status to Complete. The postmortem shows the completion timestamp.
• Reassign -- transfer ownership to another team member.

Tracking progress across postmortems

The Postmortems dashboard provides a cross-postmortem view of all action items:

• Total open items across all published postmortems.
• Overdue items sorted by due date.
• Completion rate over time.

This view helps managers ensure that lessons learned translate into real improvements.

Linking to external tools

Batida integrates with popular project management tools. When you link an action item to an external ticket, the status syncs automatically:

Integration	Sync behavior
Jira	Bidirectional status sync
Linear	Bidirectional status sync
GitHub Issues	One-way: Batida reads status

To set up integrations, see Integrations.