My actions

My Actions gathers all Actions assigned to you across every workspace you belong to. The list follows the same structure and grouping options as the action list within an individual workspace, making it easy to review and prioritize your tasks in one place.

You can also create Private Actions directly from this view. Private Actions are visible only to you and are helpful for setting personal reminders, such as preparing meeting materials or drafting an Agenda item ahead of time.

Click the My actions button in the page header to open the My Actions panel

My actions panel

From the My Actions panel, you can mark any action assigned to you as completed. When you do this, the action is automatically updated in the action list of the workspace it belongs to.

If you need to view or update the details of an action created within a workspace, click the action. You will be redirected to the action list in the workspace where it was created.

Create private action

1

Open My actions panel

2

Click the Input field at the top of the panel and enter a title for action.

3

Click the Add button or hit Enter on your keyboard to save the action.

4

To set a due date for the action (optional), hover your mouse over the action and click the Calendar icon to the right of the title, then select a date

If the action has a due date, you will receive a notification on the day it becomes due.

5

To add optional descriptive text, hover over the action and click the Arrow icon on the right to open the details panel. Enter any additional information in the Description field.

Delete private action

1

Open My actions panel.

2

Hover over the action you want to delete and click the Arrow icon on the right to open the details panel.

3

Click the Trash-bin icon in the top right corner of the details panel.

4

A confirmation dialog will appear, click the Delete action button to confirm the deletion.