For the complete documentation index, see llms.txt. This page is also available as Markdown.

Action Items

Capture follow-up work during or after an incident, assign owners and priorities, sync to Jira/Linear, and never let a follow-up slip.

Action items are the follow-up tasks that come out of an incident β€” "add alerting for the connection pool", "write a runbook", "fix the retry logic". Pagerly lets you capture them at any point (during the incident or in the postmortem), assign an owner and priority, push them to your issue tracker, and chases the ones that go overdue.

Creating action items

You can create action items from three places β€” during an active incident or after resolution:

  • From Slack β€” open the incident message's action menu (β‹―) and choose βœ… Add Action Item. A form opens for the title, details, assignee and due date.

  • From the dashboard β€” on the incident page, open the Action Items tab and click + Add action item.

  • From the postmortem β€” click Add as action item on any AI-suggested follow-up.

  • Via MCP / AI β€” see MCP tools below.

Fields

Field
Notes

Title

What needs to be done (required)

Description

Optional details

Assignee

The owner, by email / Slack user

Due date

When it's due

Priority

P1 (highest) β†’ P4

Status

Open β†’ In Progress β†’ Done

Team

Inherited automatically from the linked incident

Assigning & updating

Assign or reassign an owner, change the priority or status, and edit details from either Slack (at creation) or the dashboard (any time). Priorities are shown as colour-coded badges (P1 red β†’ P4 grey) everywhere action items appear.

Sync to Jira / Linear

Push an action item to your issue tracker as a standalone task. Click Sync on the action item; Pagerly creates the issue and stores a link back to it.

  • Jira β€” set the destination project key in the incident settings.

  • Linear β€” set the destination team id in the incident settings (or Pagerly uses your first Linear team).

If no tracker is configured, the Sync action tells you so and does nothing β€” it fails safe.

The Action Items page

A dedicated Action Items page (under Incidents & Paging) lists every action item across all incidents, so open follow-ups are never buried inside individual incidents. Filter by:

  • Status (Open / In Progress / Done)

  • Priority (P1–P4)

  • Team

  • Incident

Each row links back to its incident, and status can be changed inline.

Overdue reminders

Pagerly runs a daily check and DMs the assignee about any action item that's past its due date and not yet Done, with a Mark done button right in the message. This is what keeps postmortem follow-ups from quietly dying in a list.

MCP tools

If you use Pagerly's Remote MCP Server, action items are fully available to AI clients:

  • pagerly_create_action_item β€” create an item, optionally linked to an incident and assigned to someone

  • pagerly_list_action_items β€” list/filter by incident, assignee, status or open-only

  • pagerly_update_action_item β€” change status, reassign, or edit title/description/due date

This lets you say things like "create an action item to add DB alerting, assign it to priya@, due Friday" or "what open action items does the payments team have?"

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