> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revont.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Create And Manage Action Items

> Find, filter, group, and complete follow-up work in Revont.

Open **Actions** from the sidebar.

## Find An Action Item

<Steps>
  <Step title="Open Actions">
    Under **Core Modules**, select **Actions**.
  </Step>

  <Step title="Search">
    Use the search box to find an action item by its text.
  </Step>

  <Step title="Filter the list">
    Use the status, client, deal, team member, priority, and source filters available above the list.
  </Step>

  <Step title="Group the list">
    Use **Group By** and choose **Flat**, **Client**, **Deal**, or **Due**.
  </Step>
</Steps>

## 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.

## 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.