# Collect Action Items

Track remedial follow-up steps from a Jeli incident review as Quick Items or synced Jira tickets, linked directly to the Post-Incident Review.

Action items provide a structured way to document and track remedial steps and future improvements identified during a Jeli incident. Action items ensure that lessons learned are translated into concrete follow-up steps, for example:

- Engineering work tickets and other work items.
- Setting up a meeting to discuss the options for tackling a specific issue.
- A project to pull data from incidents involving a piece of legacy code to help prioritize a re-write.
- An initiative to involve support teams earlier in the product development process.

> **Availability:** Jeli is available to customers with a standalone Jeli plan, or the Enterprise plan for Incident Management. 
>
> Please contact our [Sales Team](https://www.pagerduty.com/contact-us/#contact-sales) to upgrade to an account plan with Jeli.

> **More Information:** For more information on Action Items, please see our blog post [Handling Action Items](https://www.jeli.io/blog/handling-action-items) as part of our [Incident Analysis 101](https://www.jeli.io/learnings/incident-analysis-101) series.

## View Action Items

You can view action items in the Jeli web app:

1. Select **Post-Incident Reviews** from the left navigation and select your desired Post-Incident Review from the list.
2. Select the **Action Items** tab.

The **Action Items** tab is available in the **Report** section of an Post-Incident Review.

## Add Action Items

### Quick Items

If there are action items you would like to create and track outside of Jira, we provide a simple and flexible **Quick Items** option.

1. From the **Action Items** tab in your Post-Incident Review, toggle the option for **Show Quick Items**.

![The Show Quick Items toggle on the Action Items tab of a Post-Incident Review](/images/kb/409755eb62121f91a4419fe0219ce0226cc2328fac06ab036d765a62c40536e1-quick_item.webp)

2. The text field for **Action Items** supports Markdown. You may wish to create check boxes using `[ ]` and mark them off with `[x]` as they're completed.

![The Action Items text field with Markdown checkbox formatting](/images/kb/cbb419e8a4b1a1ffceb7da0e28c5c75a085985f018681e0be3eaf826fef6c92d-text_field.webp)

> **Delete a Quick Item:** To delete a quick item, click into the text field, make your required deletions, and click away from the field to save changes.

### Action Items In Jira

After configuring our [Jira Integration | Jeli](/incident-management/after-incident/jeli-settings-and-integrations/jira-integration-jeli), you can create new action items in Jira, or link existing Jira issues as action items.

#### Create a New Jira Ticket as an Action Item

1. From the **Action Items** tab in your Post-Incident Review, select **Add an action item**  →  **Create**.

![The Add an action item menu with the Create option selected](/images/kb/cddaafcc11db08a31a0f5256647a075fc89d0485945d125b67e97d04bf816f0c-create_issue.webp)

2. Select your Jira **Project** and **Issue type**.
3. Enter your issue's **Summary (name)** and, _optionally_, a **Description**.
4. Click **Create**.

The Jira issue will be created, linked to your Post-Incident Review and the details of the issue will be displayed.

![A newly created Jira issue linked to a Post-Incident Review, showing the issue details](/images/kb/7c64cc84136655e659a1d4e83a973704e3d5dfbb77bbb2b6cdb0a3b18ed50671-jira_issue.webp)

#### Link a Jira Issue as an Action Item

1. From the **Action Items** tab in your Post-Incident Review, select **Add an action item**  →  **Link**.

![Link a Jira ticket](/images/kb/156444bc69dc7629c75e424c48f58bca763e7b4d81f6a032026c6c2044893f4f-add_an_action_item.webp)

2. In the **Link a Jira issue** field, paste the **URL** of your Jira issue.

The Jira issue will be linked to your Post-Incident Review and details about the issue will be displayed.

![Linked Jira ticket](/images/kb/4fdf6fe3005f2a07af4441bc8b4490c1f45604b1ea5341dbf108c720ae3e81c4-jira_issue.webp)

#### Delete a Jira Ticket Action Item

To delete a Jira ticket action item:

1. Click  to the right of the link ticket and select **Delete**.

![The overflow menu next to a linked Jira ticket with the Delete option](/images/kb/d3df6d972faa689a3afd7df7a3e7c3334bd8a561e16c2a9c798852f2a460931a-delete.webp)

2. When prompted, click **Delete action item**.

> **Tip:** This action does not delete the issue in Jira.