How do I track action items?

Action items is a standalone page for the tasks you are tracking across your work. You can see everything in one place, then narrow the list to one hub when you need project-level focus without leaving the page.

Add an action item

1. Open Action items. Use the main workspace navigation to open the Action items page.
2. Choose a Hub when needed. If you need to assign the item to another person, open In: and choose that Hub first. Leave Everything selected to create a personal item.
3. Click New action item. Open the task sheet.
4. Add the details. Add a name and any needed Priority, Due date, Assignee, and Description.
5. Mark it done. Check the box next to the item when the task is complete. Visualist records who closed it and when.

Filter and find what matters

Use the tabs at the top to switch between All, Today, Upcoming, and Overdue. Open In: to limit the list to one hub or return to Everything, use Show closed to bring completed items back into view, and change the sort order when you want to scan by date created, priority, or due date.

Even when you filter the page down to one hub, you stay on the standalone Action items page. That makes it easier to compare, clear, and reopen tasks without jumping in and out of a project workspace.

Comments marked for action also appear in Action items. See How do I assign a comment to someone? when feedback needs a clear owner.