---
title: "Viewing Actions and Managing your Action Plan"
slug: "viewing-actions-and-managing-your-action-plan"
updated: 2025-03-19T08:34:58Z
published: 2025-03-19T08:34:58Z
canonical: "help.iobeya.com/viewing-actions-and-managing-your-action-plan"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.iobeya.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Viewing Actions and Managing your Action Plan

A QCD action plan is designed to structure and prioritize the actions needed to improve operational performance. It helps track progress, identify gaps, and keep teams aligned with strategic objectives.

In this article, learn how to view your actions from your action plan to effectively manage your Lean initiatives and strengthen your operational performance.

## Viewing Room Actions

![QCD- plan d'action 4](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/QCD-%20plan%20d'action%204.png)From the QCD utility, click **View room action plan** to access the list of all open actions in the room.

![QCD- plan d'action - salle](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/QCD-%20plan%20d'action%20-%20salle.png)

> [!NOTE]
> Note:
> 
> - The filter is set by default to show all open actions in the room:![QCD - filtres - visualiser les actions de la salle.png](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/QCD%20-%20filtres%20-%20visualiser%20les%20actions%20de%20la%20salle.png)
> - Actions present in a Shared board are not visible from View room action plan because the shared board and the data present in it are part of the source room. Use [**View board action plan**](/product/docs/viewing-actions-and-managing-your-action-plan#viewing-board-actions).

## Viewing Board Actions

![QCD- plan d'action 3](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/QCD-%20plan%20d'action%203.png)

From the QCD utility, click **View board action plan** to access the list of all open actions on all the boxes of all the letters of the board.

![QCD- plan d'action - panneau](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/QCD-%20plan%20d'action%20-%20panneau.png)

> [!NOTE]
> Note:
> 
> - The first column on the left shows the board with the letter the action is linked to.
> - Filter is set by default on all open actions:
> 
> ![QCD - filtres - visualiser les actions de la salle.png](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/QCD%20-%20filtres%20-%20visualiser%20les%20actions%20de%20la%20salle.png)

## Viewing Escalated Actions

![QCD- escalade - 12](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/QCD-%20escalade%20-%2012.png)

You can view [escalated actions](/product/docs/escalating-an-action) either:

- from the QCD utility.

![QCD- plan d'action 5](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/QCD-%20plan%20d'action%205.png)
- from the escalation notifications.

![QCD- escalade - 10](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/QCD-%20escalade%20-%2010.png)

> [!NOTE]
> Note:
> 
> - A link is added to directly land on the board with the letter the action is related to.
> - Filter is set by default on all open actions:
> 
> ![QCD - filtres - visualiser les actions de la salle.png](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/QCD%20-%20filtres%20-%20visualiser%20les%20actions%20de%20la%20salle.png)
> - Yon cannot create new actions from this view.

## Viewing Actions from the Letter, the Letter's box and from the Action Table.

### From a letter

![QCD- plan d'action 1](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/image-1733840937423.png)

To view actions from a letter:

1. Click on the gray area of the letter.

The contextual menu of the letter is displayed.
2. Click **View all opened actions**.

The list is opened, displaying all open actions on this letter.

> [!NOTE]
> Note :
> 
> Filter is set by default on all open actions linked to the current letter:
> 
> ![QCD - filtres - visualiser les actions de la salle.png](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/QCD%20-%20filtres%20-%20visualiser%20les%20actions%20de%20la%20salle.png)

### From a box

![QCD- plan d'action 2](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/QCD-%20plan%20d'action%202.png)

To view actions from a box:

1. Click on a box.

The corresponding menu is displayed.
2. Click **View (N) Actions**.

The list opens and displays all open actions for this box.

### From the actions table

From the actions table, you can access the action plan in two ways:

- Click on the actions table, then select **View Actions** from the contextual menu.![QCD- plan d'action - tableau d'actions](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/QCD-%20plan%20d'action%20-%20tableau%20d'actions.png)
- Double-click anywhere other than the actions in the table.

> [!WARNING]
> Warning:
> 
> This only works if the actions list is unlocked.

See [Using the QCD actions table](/product/docs/using-the-qcd-actions-table) to find out more

## Managing your Action Plan

> [!NOTE]
> Note:
> 
> Some actions may not display in the action plan:
> 
> - Actions displayed depend on your permissions.
> - Some actions are closed (the action status is “full circle”). They are not deleted. They are simply hidden.
> 
> You can display them from the filter area. To do so, click on the “full circle” status.
> 
> ![QCD - plan d'action 11](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/QCD%20-%20plan%20d'action%2011.png)

The action list interface provides an overview of planned, escalated, or de-escalated actions, their responsible parties, priorities, etc.:

![QCD - plan d'action 9](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/QCD - plan d'action 9(1).png)

From this interface, you can:

1. filter and sort the actions displayed.

> [!NOTE]
> Note:
> 
> - Items in the filters are dynamic and depend on the actions present in the list, whether they are visible or not.
> - Filter and sorting also apply to all actions.
2. [create a new action](/product/docs/creating-an-action).

automatically [create a related action card](/product/docs/using-the-qcd-action-card) based on the selected action.
3. automatically [create a related action card](/product/docs/using-the-qcd-action-card) based on the selected action.

edit an action: You can adjust the action if needed, for example.

delete an action if you are a Room administrator.
4. see if an [action card](/product/docs/using-the-qcd-action-card) is attached to an action.
5. know if an [action has been escalated or de-escalated](/product/docs/escalating-an-action).

Escalated and de-escalated actions have the following icons:
  - **Blue icon:** Escalated action awaiting a response.
  - **Green icon**: Escalated action with a response.

You can manage the actions:

- at the platform level, with the [QCD actions table](/product/docs/using-the-qcd-actions-table) tool

With the QCD action table tool, you can manage actions from any boards and rooms:

![QCD- plan d'action 6](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/QCD-%20plan%20d'action%206.png)
- in a board or room, with the [QCD utility](/product/docs/exploring-elements-available-in-the-qcd-module):

From your QCD utility, you can:

![QCD- plan d'action 8](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/QCD-%20plan%20d'action%208.png)
  1. create an archive file for each board of all your actions: **Export** > **Export actions**.

See [Importing and exporting data](/product/docs/importing-and-exporting-data) to find out more.
  2. visualize your actions in different views.

To find out more, see:
    - [Viewing room actions](/product/docs/viewing-actions-and-managing-your-action-plan#viewing-room-actions)
    - [Viewing board actions](/product/docs/viewing-actions-and-managing-your-action-plan#viewing-board-actions)
    - [Viewing escalated actions](/product/docs/viewing-actions-and-managing-your-action-plan#viewing-escalated-actions)
- at the action level, with the QCD action cards:

![QCD - carte action 3](https://cdn.document360.io/e61a3dcb-bae0-4a4f-820c-85b0f6ef7f3c/Images/Documentation/QCD%20-%20carte%20action%203.png)See [Creating an action](/product/docs/creating-an-action) to find out more.

Board that is made accessible to multiple users or teams within the platform by sharing a copy with other room administrators. It allows for collaboration across different rooms by enabling users to view, edit, and contribute to the board’s content, fostering cross-functional teamwork.

User with elevated permissions responsible for managing and configuring a specific room. This role includes tasks such as adding or removing boards, managing users' access and permissions within the room, customizing the room’s layout, and standardizing visual management practices. The room administrator ensures that the team uses visual management in accordance with established guidelines and best practices.