Action items across chapters

Each chapter’s action items live on that chapter’s Action Items tab. Action Items in the sidebar puts all of them in one table, so you can see what is outstanding everywhere without opening chapters one at a time.

Action items are a core feature, so the sidebar row appears whatever modules your organization has enabled.

The counts

The cards across the top count every item that matches your filters, not just the page you are looking at. Inactive chapters are left out unless you tick Include inactive chapters below:

• Open — open items, and how many chapters they are spread across
• Overdue — open items past their due date
• Unassigned — open items with nobody assigned
• Internal — national admins only; internal items that match the filters

Filtering

• Region (national admins only) — narrows the table, and the Chapter list, to one region
• Chapter — one chapter
• Status — Open (the default), Completed, or All
• Assignee — type part of a name or email
• Overdue only — open items past due
• Include inactive chapters — off by default. Items from chapters marked Inactive are left out of the table and the counts until you tick it; suspended chapters are always included

Each row shows the item, its chapter, the assignee (Unassigned if nobody), the due date — in red when overdue — and the priority. Click the chapter name to open that chapter’s Action Items tab, which is where items are added, edited and completed. This page is read-only.

Internal action items

Items a national admin has marked Internal appear here, with an Internal badge, for national admins of your organization only. A regional admin’s table never includes them — the platform leaves them out of the response, not just off the screen — and the page says so beneath the table.