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Run a postmortem your team follows up on

Move every action out of your postmortems into one database with an owner, a due date and a Done box, so the fixes you agreed to come back up until they are done.

7 steps3 min
1

Create one Incident actions database

In the sidebar, hover Team Workspace, click the + and choose Database. Name it Incident actions. Use one database for every postmortem, not one per incident, so the follow-ups from different incidents end up side by side.

Screenshot: the Team Workspace + menu open in the sidebar with Database highlighted
2

Add Owner, Due and Done

Click Add property for each column: Owner as a person, Due as a date and Done as a checkbox. Add an Incident select too, with one option per postmortem, so every action says where it came from.

Screenshot: the Add property menu with the name Done typed and the Checkbox type highlighted
3

Write each follow-up as a row

Take the action items out of the postmortem document and click New row for each one. The title is the action itself. Pick one Owner from your workspace members, set a Due date and choose the Incident. Keep the review as a document; only the actions move.

Screenshot: the Incident actions table with nine actions, each with an owner, a due date, a Done box and an incident
4

Sort by Due, oldest first

Click the sort icon in the database toolbar, choose Due and leave it on Ascending, then click Add Sort. The oldest follow-ups move to the top, whichever postmortem they came from.

Screenshot: the Add Sort panel set to Due, Ascending
5

Filter to the actions that are not done

Click the filter icon, choose Done, pick Is not checked and click Add Filter. Everything finished drops out, and what is left is every fix the team agreed to and has not made yet.

Screenshot: the table sorted by Due and filtered to Done is not checked, leaving four open actions
6

Save the view for everyone

Your sort and filter are yours alone until you save them. Click Save for everyone, and anyone on the team who opens this view sees the same list of open actions.

Screenshot: the database toolbar with the Due sort, the Done is not checked filter and the Save for everyone button
7

Start the next review from this list

Before writing a new postmortem, open the table and read what is still open. Here the June alert on disk usage was never done, and the same fix sits one row below it, written up again after September's incident.

Screenshot: the actions sorted by Due, with the unchecked June alert directly above the same alert from September

Ready to try it yourself?

Create your workspace and follow along with this guide.