Actions
Every follow-up in one place, linked to the context that created it.
Actions flow in from catchups, meetings, retrospectives, surveys and targets — or create them standalone. Filter, prioritise and track everything so nothing slips through the cracks.
Your Action List
- Actions are grouped by priority — Urgent, Normal and Low Urgency — so the most important work is always on top.
- Filter by priority and status using the sidebar to focus on what needs your attention right now.
- Completed actions collapse into their own section, keeping your list clean while preserving history.
Priority: Urgent
2Finalise budget approval for Q2
OverdueFrom catchup with Sam·10 Feb 2025·Due 15 Feb
Escalate infrastructure issue to CTO
From meeting: Leadership sync·12 Feb 2025·Due 28 Feb
Priority: Normal
3Review API migration plan with DevOps
From catchup with Alex·18 Feb 2025
Update onboarding docs with new repo links
Standalone·17 Feb 2025
Prepare sprint demo slide deck
From meeting: Sprint planning·14 Feb 2025
Completed Actions (2)
Share sprint retrospective notes
From catchup with Alex·Completed 19 Feb 2025
Book room for team offsite
Standalone·Completed 16 Feb 2025
Edit Actions
- Set priority, status, deadline, team and member so every action has full context.
- Add rich-text notes and resource links to keep supporting information alongside the action.
- Link actions to Key Themes to connect follow-ups with broader focus areas.
Edit Action
Properties
DetailsKey Themes
Need sign-off from finance director before end of month. Draft has been shared with the leadership team for review. Chase if no response by 25th.
Budget draft v3 — docs.google.com
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Connected to Everything
- Actions created from catchups, meetings, retrospectives, surveys and targets are linked back to their source.
- Click “View Catchup” or “View Meeting” to jump straight to the conversation that produced the action.
- AI summaries review your outstanding actions and help you decide what to prioritise next.