Action Items are the work behind a Goal. Each Action Item describes a step toward completion — and where useful, a piece of Evidence (a Form, a Video or Audio file, a Resource, or an Artifact) to show that step has been done. This article walks through the Action Items step of Goal creation, so you can plan out the work before publishing the Goal.
If you haven't created the Goal yet, start with How Do I Create a Goal? | Sibme Help Center for the full creation flow. Once your Goal Title, Start Date, and End Date are filled in, you'll land on the Action Items step automatically when you click Next.
Who is this article for?
Based on the default user settings in the Sibme platform, you should have permission to complete this task if you are one of the User levels listed below. If you do not see the screens in this article, you can ask your administrator if you have permission.
Users
Admin
Super Admin
Account Owner
Before You Start: Sync Action Item Dates with Your Goal
On the Goal step, just below the Start and End Dates, you'll see a checkbox labeled Sync Action Item start/due dates with Goal. It's on by default, and it controls whether each new Action Item's dates are pre-filled with the Goal's dates.
Checked (default): Each Action Item starts with the Goal's Start and Due Date already filled in. You can still change them on a per–Action Item basis.
Unchecked: The Start and Due Date fields in the Action Item modal start empty.
If you change the Goal's dates after adding Action Items, any Action Item dates you haven't manually edited will update to match. Action Items you've already customized stay where you set them.
Open the Action Items Step
Once your Goal Title, Start Date, and End Date are filled in, click Next at the bottom of the Goal page. You'll move to step 2 Action Items in the creation flow.
At the top of this page is a blue Goal info bar showing:
Goal: the title you entered
Location: Workspace, Huddle, or Account-Wide
Published Date (a dash until the Goal is published)
Start Date and End Date
The pencil icon on the right of the bar takes you back to the Goal step if you need to change anything before adding Action Items.
Below the Goal bar is the Action Items section. Until you add your first one, you'll see a short message — "Now that the Goal and it's scope have been defined, let's add the Action Items to work on to complete this Goal." — and a green Add Action Item button. The greyed Roles bar at the very bottom of the page is where you'll add Goal Owners and Collaborators in the next step.
Build an Action Item
Click Add Action Item to open the Action Item modal. The Goal information stays visible at the top of the modal so you can keep your scope and dates in view while you fill in the details.
Title (required). Give the Action Item a clear, specific name, like Read Chapter 1 and submit reflection or Record a 10-minute lesson and tag the standards. The more specific the title, the easier it will be to tie Evidence to it later.
Description (optional). Add any context, instructions, or guiding questions. Use the toolbar to format the text, or click the paperclip icon to attach a file — useful for guiding documents, example Resources, or Artifacts you want the Goal Owner to look at.
Measurement (optional). Turn this on to track quantitative progress. You then have two options:
Start Value and End Value: Use these for numeric goals where you're moving from a starting number to a target — for example, increase Student Talk Time from 65% to 85%, or grow book talks from 5 to 10 a semester.
Use Avg. PL: Turn this on instead when you want the Action Item's progress to come from Frameworks. Sibme will average the Performance Level ratings across every Framework attached to this Action Item — whether the Framework lives in a Form, on a Video or Audio file, on a Resource, or is added directly — and report that average as the Measurement value. When Use Avg. PL is on, Start Value and End Value grey out.
Deadline. Start Date and Due Date are required. If Sync Action Item start/due dates with Goal was on when you set up the Goal, both dates are pre-filled with the Goal's dates. Change either one if this Action Item should run on a tighter window.
Form (optional). Click + Add Form to attach a Form to this Action Item — either as a Form Only Action Item or as a Required Form to complete alongside the work. For full details on attaching Forms to Action Items, see How Do I Add a Form to an Action Item? | Sibme Help Center.
When you're ready, you have two ways to save:
Add More saves this Action Item and opens a fresh modal so you can build the next one. This is the fastest way to plan a Goal with several Action Items in a row.
Done saves this Action Item and closes the modal so you can review the full list.
Move Between Action Items
Once you've saved at least one Action Item, the ‹ Previous Action Item and Next Action Item › buttons activate at the bottom of the modal. Use them to scroll back through Action Items you've already added if you want to tweak something without leaving the modal. The buttons stop at the first and last Action Items — they don't loop around.
Review and Reorder Your Action Items
Click Done to close the modal and see all of your Action Items in a table:
Action Items: the title.
Descriptions: a preview of the Description. If the Description is long, hover over the row to see the full text.
Form: the name of the attached Form (or a dash if none is attached).
Avg. PL · Start Value · End Value: measurement values for this Action Item. Fields that weren't set for a given Action Item will show a dash.
Start Date · Due Date: the Action Item's dates.
Hover over any row to reveal the pencil icon (edit this Action Item in the modal) and the trash icon (delete it). The hamburger handle on the left lets you click and drag to reorder Action Items.
To add another Action Item, click the green + Add Action Item button in the section header.
When the list looks right, click Next at the bottom of the page to move on to 3 Roles and add Goal Owners and Collaborators.
What’s Next:
How Do I Add Goal Owners and Collaborators? | Sibme Help Center
How Do I Add Evidence to My Action Items? | Sibme Help Center
How Do I Mark a Goal or Action Item Completed? | Sibme Help Center
How Do I Edit an Existing Goal or Action Item? | Sibme Help Center