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Monitor and review team action items

Use the Action Tracker widget to review open actions, identify overdue items, and see upcoming deadlines across your projects.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Action Tracker widget​

Locate the Action Tracker widget on your dashboard and review the summary badges showing total, overdue, due today, due this week, pending, and closed actions.

Open the Action Tracker widget

Step 2: Refresh the list of actions​

Select the refresh button in the widget header to load the latest list of action items and ensure you are viewing up-to-date information.

Refresh the list of actions

Step 3: Identify overdue and high-priority actions​

Scan the list of tasks for items marked as overdue or with higher priority, using the status and priority badges to quickly see which actions need immediate attention.

Identify overdue and high-priority actions

Step 4: Check due dates and time remaining​

Review each task’s due date and days until due to understand upcoming deadlines and adjust resourcing or follow-up as needed.

Check due dates and time remaining

Step 5: See who owns each action and which project it belongs to​

For each task, view the assignee name and project name so you can contact the right person and understand the project context for the action.

See who owns each action and which project it belongs to

Last updated: 2026-07-16