✅Action Items

Easily manage and track your team actions from the Action Items dashboard.

Please Note: If you don't see these updates in your dashboard yet, this is because your team needs to be transitioned to the new version, which is in progress. Get in touch if you want to jump up the queue

Managing Actions

The Action Items dashboard lists actions created in team boards.

From here you can edit, delete or batch update your team actions.

Click the board link to go to the action sticky on the board. If the original sticky has been deleted, you can choose to open the time machine to view the now deleted sticky (you can even copy-paste it out).

Although Actions and Mentions are both displayed in the same notification drawer in the header, only actions are shown in the Action Items view.

Create Actions from the dashboard

You can also create actions directly from the dashboard, by using the ‘Create Action’ button (plus symbol) in the top left of the Action Items dashboard view. Add a summary, assign the action and set a due date.

The assigned team member will be sent a notification. If they click the notification, they will go to the dashboard view, with the action item highlighted.