Action Items Board

General tasks that need to get done. When something doesn't fit another board, it goes here.

The Action Items Board is the catch-all for tasks that don't belong on the more specialized boards. Action items from meetings, general to-dos, and miscellaneous tasks all live here.

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What Goes Here

Card Type	Examples
Action Items	"Follow up with the accountant about the tax question"
	"Order new business cards for Sarah"
	"Schedule the team lunch for next Friday"
	"Research new GPS tracking options"
	"Call the insurance company about the policy renewal"

If it's not materials/operations (Ops Board), customer-related (Customer Board), equipment (Shop Board), HR/admin (HQ Board), or process improvement (CI Board), it probably belongs here.

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Columns

Cards move through a simple task workflow:

Column	What It Means
New	Task identified, not yet started
Planning	Figuring out how to do it or gathering what's needed
In Progress	Actively working on it
Done	Task completed
Cancelled	No longer needed

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Who Works This Board

Anyone. Unlike the specialized boards, Action Items doesn't have a natural owner. The person who owns the card works the card.

Habit: Check cards assigned to you regularly. Don't let things sit in New if you're the one responsible.

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Where Action Items Come From

Huddles: When the Huddle Agent extracts action items that don't fit other boards, they land here.

Meetings: General tasks that come out of leadership or team meetings.

Manual entry: Things you think of that need to be tracked.

Overflow: Sometimes something seems like it fits another board but really doesn't. Move it here.

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Example Flow

1

Task Identified

In a leadership meeting, someone says: "We should look into whether our insurance covers the new type of work we're taking on."

2

Card Created

An action item card is created in New with the task and who it's assigned to.

3

Research Begins

The assigned person gathers the policy information and drafts questions. Card moves to Planning then In Progress once they call the insurance company.

4

Completed

The answer is documented and shared with leadership. Card moves to Done.

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Tips

• Assign an owner. Cards without owners tend to sit. Every card should have someone responsible.

• Set due dates for time-sensitive items. Some action items have deadlines. Use the due date field to track them.

• Don't overload this board. If you have hundreds of action items, something's wrong. Either they're not getting done, or they should be broken into projects tracked differently.

• Move things to the right board. If an action item is really about equipment repair, move it to the Shop Board. Use the right tool for the job.

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Related Pages

Working with Cards

Creating, editing, assigning, and moving cards.

LeanBoards Overview

All six system boards and how Kanban works.

Morning Huddle Workflow

How huddles generate action items for the board.