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Action Items

The Action Items database stores all of the different tasks that are grouped by Projects. If you would like to create your own views, our video trainings will teach you how to do so. you will have the opportunity to learn about how to create your own. Current Views include Master Table - All Action Items (No Filters) Today - Incomplete Action Items with a Do Date ≤ Today This Week - All task’s for this week No-Date - Action Items without a Do Date
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Master View

5 views

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Master View

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Today's Tasks

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This Week's Tasks

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Kanban

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No-Date

Task Name
Do Date
Complete?
Created time
Meetings
URL
Description
Owner
Select
Your RESULT
Your WHY
Visualize the interaction with the Who’s
12/30/2024
May 6, 2025 9:48 PM

I have connect with one of my people and begun a business relationship.

I am bringing other people’s dream to fruition.

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Create a Robust Client Fulfillment Framework
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May 6, 2025 9:48 PM