How to assign and manage action items for go to market projects in Valkre

If your go-to-market project is starting to look like a mess of sticky notes and “quick” emails, you’re not alone. Wrangling action items—who’s doing what, by when, and why—gets even tougher when you’re using a new tool. This guide is for anyone trying to actually get things done in Valkre without drowning in process or losing track of the real work.

Whether you’re launching a new product, pushing into a fresh market, or just trying to keep your team’s promises straight, here’s how to assign and manage action items in Valkre (and what to watch out for).

1. Get Your Project Set Up (Don’t Overthink It)

First off, if you’re not already working in a Valkre project, create one. Keep it simple:

  • Give your project a clear, honest name. “Enterprise Widget GTM” is better than “Q3 Strategic Initiative.”
  • Fill out only the essentials: team, timelines, and a rough goal. You can tweak details as you go.
  • Don’t waste time on fields you don’t understand. Most info can be changed later.

Pro tip: If you try to cram your whole business plan into the project setup, you’ll never actually start. Get the basics in and move forward.

2. Break Down Your Go-to-Market Plan Into Real Tasks

Action items only work if they’re specific. Before you assign anything, list out what actually needs doing:

  • Avoid big, vague tasks: “Improve launch readiness” won’t help anyone. Instead, split it into “Update sales deck,” “Confirm pricing with finance,” etc.
  • Think about dependencies: Does one task need to finish before another can start? Make that clear.
  • Limit the list: Don’t create 50 action items on day one. Start with the most urgent 5–10.

What to ignore: Fancy templates and buzzword-laden task names. If you can’t explain the item in a sentence, it’s probably too complex.

3. Assign Action Items in Valkre

Now, the actual mechanics. Assigning an action item in Valkre is straightforward—assuming you’ve got your project open:

  1. Navigate to the Actions or Tasks section.
  2. This is usually in your project dashboard.
  3. Click “Add Action Item” or similar.
  4. Name your action item plainly: “Draft email for pilot customers.”
  5. Add details:
  6. Owner: Who’s actually on the hook? Assign a real person, not a group.
  7. Due date: Be realistic. Padding deadlines is tempting, but it just drags things out.
  8. Description: One or two lines of what “done” looks like.
  9. Save. Valkre will ping the owner by email or in-app (depending on your settings).

Pro tip: If you can’t pick a single owner for a task, it’s probably not a good action item. Split it up or clarify who’s got point.

4. Track Progress Without Micromanaging

Here’s where most teams fall into the weeds. Valkre gives you a few ways to keep tabs on action items:

  • Status updates: Owners can mark items as “Not Started,” “In Progress,” or “Done.”
  • Comments: Use these for actual updates, not just “working on it.” Ask for specifics if things stall.
  • Filtering: Sort by owner, due date, or status to see what’s at risk.

What works: Checking the dashboard once or twice a week. Ask blockers in your team meeting, not in endless comment threads.

What doesn’t: Nagging people daily in Valkre. If someone’s not updating, talk to them directly—no software can fix a people problem.

5. Use Notifications Sparingly

Valkre will send notifications about due dates, changes, and comments. This is great—until it isn’t.

  • Adjust settings: Turn off what you don’t need. The default is often too noisy.
  • Encourage real communication: If something’s urgent, pick up the phone or Slack. Don’t rely on system alerts for critical issues.
  • Batch reviews: Check notifications in batches, not every time your phone buzzes.

Pro tip: If your team is ignoring notifications, ask why. Too many? Not relevant? Fix the root cause instead of piling on more reminders.

6. Review and Close Out Action Items

The whole point is to get things done, not just move cards around. Make time every week to review:

  • What’s done? Close it out—don’t let finished items pile up.
  • What’s stuck? Is it a real blocker, or just forgotten?
  • What’s obsolete? Kill old or duplicate action items quickly.

What to ignore: Endless status meetings and “progress for the sake of progress.” If an item’s been open for weeks with no movement, figure out why or just drop it.

7. Iterate and Adjust—Don’t Aim for Perfection

You’ll mess up some assignments. Some action items will be pointless in hindsight. That’s fine.

  • Revise as you go: Change owners, dates, or priorities if real life changes.
  • Delete junk: Don’t be precious about old action items. If it’s not important now, get rid of it.
  • Ask the team: What’s working in Valkre? What’s a pain? Fix the process, not just the tool.

Pro tip: The best project managers are ruthless about trimming the fat. Keep your action items lean and relevant.

Final Thoughts: Keep It Simple, Ship Faster

Assigning and managing action items in Valkre isn’t rocket science. Don’t get lost in features you don’t need. Pick clear tasks, assign real owners, and check in just enough to keep things moving. If it’s starting to feel like busywork, step back and ask what actually matters for your launch.

You’ll do more by keeping things simple and adapting as you go. Forget the hype—just focus on getting the next thing done.