Action Items

Quick Answer: Action Items

Action Items is your Plus, Pro, and Enterprise workspace for tracking follow-up work created globally, in meetings, or from Objectives. It supports multiple assignees, filters, and direct links to the meeting or objective that originated the task.

Find it under My Workspace. The dashboard shows items assigned to you; Action Items is the fuller workspace view with search, filters, and meeting links.

What Action Items Shows

Action Items gives your team one organized place for work that spans meetings, objectives, and daily operations. Open and Completed tabs keep active follow-ups front and center without losing completed history. Each row shows title, assignees, due date, status, priority, and the meeting or objective the item is linked to—so context travels with the task.

On wider screens the list is a full table; on smaller screens each row becomes a compact card. Both presentations keep touch targets accessible and preserve clear focus states.

Creating and Editing Action Items

Use the global create button in My Workspace, or create action items directly from a meeting panel or Objective. The editor covers:

• Title and description — multi-line descriptions are preserved and shown in the detail drawer
• Assignees — assign to one or more eligible staff members; the current person is selected by default on new items
• Due date, priority, and status — Open statuses include To Do, In Progress, and Blocked; Completed is a separate state
• Recurrence — recurring items complete as one canonical record and generate the next occurrence once

If a save fails, the draft stays open with an inline error so no work is lost.

Filters, Search, and Sorting

Filter the Open or Completed tab by assignee, status, or association (meeting or objective source). Search commits after a brief pause. View, filter, search, and sort changes all reset paging so you always start from the first matching result.

Detail Drawer and Deep Links

Clicking a row title opens the detail drawer without navigating away. The drawer loads the item record—title, description, assignees, due date, status, priority, recurrence, comments, and linked sources. Readable meeting occurrences and objectives link back to their source.

The address bar updates when a detail drawer opens, so you can share or bookmark a direct link to any action item. Browser back and forward restore the same state.

Meeting and Objective Integration

Action items created inside a meeting or from an Objective remain linked without duplicating the record. In recurring meetings, a manager can enable Carry over to next meeting—the same item stays visible in later occurrences until it is completed or opted out.

What You Can Do

• Create action items from My Workspace, a meeting panel, or an Objective
• Assign work to multiple staff members in your organization
• Filter and search across Open and Completed tabs by assignee, status, or source
• Open a shareable detail drawer to edit, comment, or send a direct link
• Link existing action items to meetings or objectives using the shared item picker
• Enable carry-over in recurring meetings so follow-ups stay visible until done

Good to Know

Action Items requires Plus or above. Free plans still see assigned work on the dashboard. Assignment authority is separate from status authority—assignees can update status without being able to reassign the item or edit its title, description, or recurrence. Recurrence history is protected; items with recurrence links cannot be permanently deleted. Volunteer portal sessions do not see staff Action Items. Meetings and Objectives remain Pro and Enterprise even though Action Items unlocks on Plus.

Related Guides

• Workspace Overview — the full My Workspace hub and plan availability
• To-Do List — dashboard follow-ups on Free and above
• Meetings
• Objectives