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Action Items

Action items are tasks captured from your activities.

Accessing Action Items​

Go to My Workspace → Action Items tab.

Workspace Action Items

The Action Items View​

  • Statistics — Pending, Completed, High priority counts
  • Filters — Status, Priority, Category
  • List — Your action items with source activity links

Managing Items​

Click the ⋮ menu on any item for actions:

  • Mark complete
  • Edit
  • Add Sub-tasks
  • Create activity
  • Set Priority
  • Assign Category
  • View Engagement
  • Delete

AI Help Features​

Click Need help? (💡) on an action item to get AI assistance:

Break it down​

AI suggests smaller subtasks with time estimates. Review the suggestions and select which ones to create as sub-tasks.

Create activity​

Build a guided activity from the action item to help you work through it step by step.

Creating Items from Activities​

During any activity:

  1. Click ⋮ on a text field
  2. Select Add as action item
  3. Item appears in Take-Aways panel and later in Workspace

Working with Sub-tasks​

Large action items can be broken into smaller steps:

  1. Select an action item
  2. Click Add Sub-tasks or use Break it down
  3. Sub-tasks appear nested under the parent
  4. Complete sub-tasks to make progress on the main item

Next Steps​