Tips for using actions

Your Actions menu is focused on just what it sounds like: things you need to get done.

When you are assigned something to do, such as a task or something that's been Marked for Action for you, you can see an alert next to Actions in the left sidebar. For more information, see Using Marking feature.

Use the following quick tips to use Actions effectively:
  • Click Action Items to see a list of your Action Items. From here, you can Resolve them, or bring in other participants. To see the Action Items you have already resolved, click Resolved.
  • Click Tasks to see a list of tasks assigned to you, which you can sort by project. To see the tasks you've completed, select View: Include completed. For more information, see Using projects and tasks.