Tracking progress on your actions ensures that commitments are followed through and nothing falls through the gaps. This guide covers how to manage action status and review your completion history.
Action Statuses
Each action has a status that reflects its current state:
Open
Complete
When you finish a task, mark it as complete. This moves it out of your active list while keeping it in your history for reference.
Completing an Action
To mark an action as complete, open the action and change its status, or use the quick-complete option from the action list. Completed actions are timestamped, so you can see exactly when they were finished.
Completing actions promptly keeps your task list clean and gives you an accurate picture of your workload. If you leave completed tasks unmarked, your list will look more overwhelming than it actually is.
Reviewing Your History
Completed actions remain accessible in your history. You can filter your action list to show completed items, which is useful for:
- Preparing for performance reviews, where you need to show what was achieved
- Checking whether commitments from past catchups or meetings were followed through
- Understanding your team's throughput over a given period
Actions on the Dashboard
The dashboard shows overdue actions and recently completed actions, giving you a quick snapshot of your task progress without needing to visit the full actions page. The overdue widget is particularly useful for catching items that need immediate attention.
Was this article helpful?