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Review and update action items

Use the Action Items widget to review, filter, and update the status of action items that come from your meetings.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Action Items widget on the dashboard​

Locate the Action Items widget on your PlanOps dashboard, identified by the checklist icon and title, to see a summary of all your current action items.

Open the Action Items widget on the dashboard

Step 2: Review action item details​

Scroll through the list to review each action item’s description, meeting name and date, assignee information, due date, and any overdue indicator shown with the alert icon.

Review action item details

Step 3: Filter items by status​

Use the status filter controls (for example Open, In progress, Completed) at the top of the widget to focus on a specific set of action items.

Filter items by status

Step 4: Refresh the list of action items​

Select the refresh button in the widget header to reload the latest action items from the system, ensuring you are viewing up-to-date information.

Refresh the list of action items

Step 5: Update the status of an action item​

For an individual action item, use the available status control (such as a button or menu) to change it between Open, In progress, and Completed, so the list accurately reflects current progress.

Update the status of an action item

Last updated: 2026-02-02