Action Board
Tasks, assignees, reviews and deadlines.
- What the Action Board is and where to find itThe Action Board is your workspace's shared task list. Open Marketing Manager → Action Board in the sidebar. Every workspace has one board, it is free on every plan, and everyone in the workspace sees the same tasks.2 min read
- Change many tasks at once, duplicate and deleteIn the List view, tick the box beside each task you want to change, or tick the header box to select every task shown. A bar appears at the bottom with the number selected and the changes you can make.2 min read
- Create and assign a taskOpen Action Board, click Add a task, type a title and press Enter. The task is added at the top and its side panel opens so you can fill in the rest.2 min read
- Filter, group and export tasksThe Action Board gives you three ways to narrow down tasks: quick views, search and the Filter panel. Export PDF and CSV download whatever you're currently looking at.2 min read
- Task notifications, emails and due-date remindersThe Action Board tells people about the changes that need them. Each alert goes to the Notifications bell in the top bar and, for most events, by email too. Clicking an alert or an email opens that task on the board.2 min read
- Task statuses and the review and approval flowEvery task is in one of four statuses: To Do, In Progress, Review or Done. If someone else works on your task, it goes through Review before Done: they submit it, and you approve it or send it back.2 min read
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