Action Items from Workflows, Incident Roles and the API

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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:

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:

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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. 

• List incident action items
• Create an incident action item
• Retrieve an incident action item
• Update an incident action item
• Delete an incident action item
• List all action items for an organization