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Review and update action items

Use the Action Items widget to review tasks from meetings, track due dates, and update their status as work progresses.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Action Items widget​

Navigate to the dashboard section that includes the Action Items widget and confirm that your current action items are listed with their meeting, owner, and due date details.

Open the Action Items widget

Step 2: Review action item details and urgency​

Scan the list to see each item's description, the meeting it came from, who it is assigned to, due dates, and any overdue indicators so you can prioritise your follow-up.

Review action item details and urgency

Step 3: Filter and focus on relevant action items​

Use the widget's filter and date options (such as status or due date) to narrow the list to the specific action items you need to focus on.

Filter and focus on relevant action items

Step 4: Update the status of an action item​

Select the status control on an item and use the available options (for example Open, In progress, or Completed) to reflect its current state; the widget will immediately show the updated status.

Update the status of an action item

Step 5: Refresh the list to see the latest updates​

Click the refresh button on the widget to reload data from the server and ensure you are seeing the most current action item information.

Refresh the list to see the latest updates

Last updated: 2026-07-16