Skip to main contentAccess Actions Dashboard from the main navigation to see all actions across all rooms. Filter by status, assignee, due date, or room to stay on top of tasks without opening individual rooms.
Why centrally manage actions
As your deal volume grows, tracking individual actions in each room becomes challenging. The Actions Dashboard gives you:
- Complete visibility - See all actions across all rooms in one place
- Quick filtering - Find overdue, upcoming, or assigned tasks instantly
- Bulk management - Update multiple actions without opening each room
- Team oversight - Managers can monitor team task completion
Accessing the Actions Dashboard
- Click Actions in the main navigation
- View all actions from rooms you have access to
- Use filters to narrow down the list
Managing Actions from the Dashboard
From the Actions Dashboard, you can:
Update status
- Click on an action to open quick edit
- Mark as complete, in progress, or pending
Change assignee
- Reassign tasks to different team members
- Update customer-assigned actions
Edit due dates
- Extend or adjust deadlines
- Set reminders for upcoming tasks
Navigate to room
- Click the room name to open the full room context
- View the action within its section
