Action items
Action items are standalone, lightweight tasks that need no project. When something needs doing but doesn't belong in a project or the ticket queue — a quick follow-up, a personal to-do, a one-off ask for a colleague — create an action item and skip the overhead.
Private by default
Action items are private. They are visible only to the creator and the people the item is assigned to. (Admins can override this visibility when they need to.) That makes them a good fit for work you don't want surfacing on a shared board.
Creating and assigning
Create an action item with a title and the usual task fields — no project selection required. Action items support multi-assignment, so you can hand the same item to several people at once.
They carry the full task capabilities you'd expect:
- Status and priority,
- Start and due dates,
- a description,
- subtasks with checkbox completion,
- comments with emoji reactions, and
- attachments.
Views
Action items offer two ways to work them:
- List — a flat list with sorting and search.
- Board — a kanban view grouped by task status, with drag-and-drop between columns.
Where they appear
Action items show up in My Work for both the creator and every assignee, so they sit alongside your tickets and project tasks in one personal list.
When to use what
- Action item — quick, standalone work with no project home; private to the people involved.
- Project task — work that belongs to a larger initiative, where you want boards, sprints, dependencies, and roll-up. See Projects.
- Ticket — a request from (or on behalf of) someone that needs helpdesk handling, SLAs, and routing.