Stay on track of action items by organizing your action items into groups that work for you! This could mean groups for different projects (ex. Project X) or different types of work (ex. Marketing, CS).

Regardless, with custom groups you can arrange the action items in the way that best works for you and your workflow and boost your productivity 🚀

Steps

  1. Visit the My Action Items section in your home panel

  2. Scroll down to the bottom of the page and click Create a new group

    OR click on the three dots at the end of the name of one of your existing groups and select Create new group

  3. Give your group a name

  4. Start moving action items into the group. You can do this by dragging and dropping action items

Once you've created your custom groups, use the Group by filter to view all your groups and the action items in those groups.


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