Action Items

Action Items on the Dashboard

Follow-up work on the dashboard is Action Items. Open a row to work the item, or go to My Workspace → Action Items for filters, search, and meeting links. Action Items are available on Plus, Pro, and Enterprise, including the list on the dashboard. Meetings and Objectives are available on ProEnterprise.

Where action items live

Create and complete work from the dashboard list, from My Workspace, or from a meeting or Objective. Each item can have more than one assignee, a due date, a priority, and a status. Recurring items complete once and create the next occurrence.

Notifications

When an action item is assigned, due soon, or overdue, the bell opens Action Items on that record. See Notifications.

Thank-you follow-ups

When a gift crosses your personal alert threshold, AlignMint can create a high-priority thank-you action item with the donor's contact details. Duplicate action items for the same gift are skipped.

Good to Know

There is no separate to-do list, and no Change Layout control for this dashboard list. Volunteer portal sessions do not see staff Action Items. Related: Dashboard overview, Action Items, Meetings.