Action Items Page

July 25, 2024
Updated :

Action Items Page Overview

In this page you will see all your action Items for both your organization and boards.

  1. Filter by date
  2. Search by member name
  3. Select to view only Organization or Board action items
  4. Add a new action item for the Organization
    • In order to add an action item for a board, you would have to do that in the board at the actions stage
  5. View all the Archived action items
  6. Add a new comment to the action card
  7. Action item comment card action details
    1. Edit
    2. Delete
    3. Archive

Action Items Page - Filter

In the board action filter item, type in the text box to filter for board name.

Action Items Page - Archive

Click on the Archive button either on the page or action items in the actions card to view all the Archived Action Items.

Action Items Page - Add New

Click on the Add Action Item to add a new action item

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