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Open Actions from the sidebar.

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Find An Action Item

1

Open Actions

Under Core Modules, select Actions.
2

Search

Use the search box to find an action item by its text.
3

Filter the list

Use the status, client, deal, team member, priority, and source filters available above the list.
4

Group the list

Use Group By and choose Flat, Client, Deal, or Due.

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Review An Action Item

Select an action item to open its details. Review the owner, due date, source, and related client or deal, then update the item from its detail view. Use Clear Filters when you want to return to the full list.

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Follow Up From Chat

When an action item is connected to a meeting, client, deal, or email, open that context and use Chat to ask for a summary or next step. Chat can also help draft follow-up work when the action is available to you.