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Action items and Workflows

Workflows can use action items as a trigger or an action. You’ll find examples of each below. Learn more about Workflows.  Workflows can create action items based on a trigger. For example, when the security team is added, this workflow will create a task in Rootly to alert the legal team:
TriggersTeams addedConditionsKind is > Incident andTeam > is one of > SecurityActionsCreate a task to alert the Legal team
Workflows can use action items as a trigger. For example, the creation of a follow-up on a high-priority incident will create a task in Jira:
TriggersAction item createdConditionsType > is one of > TaskandPriority > is one of > HighActionsCreate a Jira task

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Action items and incident roles

Add action items to incident roles to pre-populate tasks and follow-up items with every incident. 
  1. Go to Configuration > Roles
  2. Click the pencil icon beside the role you want to edit.
  3. From the tasks tab, add a new task. 
Learn more about Incident Roles.

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Action items and the API

Use the API to create, list, and edit action items.