Action Items

Action Items help you track follow-ups so coaching commitments don't fall through the cracks.

SMVue also supports personal tasks owned only by you. Personal tasks appear in the same worklist but are not assigned to a rep or tied to a coaching meeting.

What are Action Items?

Action Items are tasks assigned to team members:

• Created during 1:1 meetings or from a rep's profile
• Assigned to specific reps
• Include due dates and priorities
• Track completion status
• Optionally associated with an operating team (for Enablement or RevOps work that is not tied to one person)

Purpose: Keep the team accountable and follow through on what you agreed in coaching conversations.

Creating Action Items

Personal tasks with Agent

Open Quick add and choose Create task with Agent. Describe the task in plain language. If the request is missing a usable title or has an ambiguous date, Agent asks one focused question. After creation, the conversation shows the result and links back to the task list. Agent creates only your personal task in the current workspace; it cannot assign a teammate or move work between workspaces.

From Meetings

While you take notes in a 1:1, create an action item, describe it, set a due date, and assign it to the rep (or yourself). Action items created in a meeting are linked to that meeting automatically.

From a Rep's Profile

1. Go to the team member's profile
2. Click Create Action Item
3. Fill in the details (title, description, due date)
4. Set the priority (Low, Medium, High)
5. Click Create

Action Item Details

Title

• A brief, action-oriented description ("Update Acme close date," not "Acme")

Description

• Optional longer explanation
• Context for why this matters
• A link to a related deal or note

Due Date

• Set a realistic deadline
• Or leave it open for an ongoing item

Priority

• High — Urgent, needs immediate attention
• Medium — Important, but not urgent
• Low — Nice to have, when time allows

Assignee

• Usually the rep
• Can be yourself (a manager follow-up)
• Cannot be a user outside your team

Related (CRM)

• Link the task to one or more CRM objects: a deal, account (company), and/or contact (person)
• Related is not a tag — tags categorize and filter; Related opens the deal or company the work is about
• On Tasks, the column is labeled Related (not “Record”)

Other linked context

• Link to meetings (origin meeting where the item was created)
• Link to notes when useful

Tracking Action Items

On the Dashboard

• See overdue action items at a glance

On a Rep's Profile

• All action items for that rep
• Filtered by status (Open, Completed, Overdue)
• Sorted by due date

On the Meetings Page

• Action items from a specific meeting
• Track the commitments made in that 1:1

Aggregated View

Go to Action Items in the sidebar:

• Managers see work across their authorized reps; Rep seats see only items assigned to them
• Managers can filter by status, priority (including Critical), due window, source, or tags
• Reps can use work-state tiles, status, priority, due-window, tag, and search controls
• Search the worklist and move through server-paginated results without a fixed history ceiling
• Open an item to follow its Related CRM links or meeting; linked context is an item action, not a Rep filter
• Right-click a row on Tasks to open, complete, set priority or due date, assign, copy a link, or delete — the same actions as the bulk bar when multiple rows are selected

Completing Action Items

Mark Complete

1. Open the action item
2. Click Mark Complete
3. The item moves to your "Completed" list

Rep seats can mark their own eligible assignments in progress or complete. Cancelled and carried-over items stay terminal, and manager-only edit, reminder, reassignment, archive, and restore controls are not available to a Rep seat.

Overdue Items

If an item isn't done by its due date:

• It's marked "Overdue" (highlighted)
• It shows up in your dashboard alerts
• Follow up in the next 1:1

Editing Action Items

Update Details

• Change the due date
• Adjust the priority
• Edit the description
• Reassign it to someone else

Delete Action Items

• Remove one that's no longer relevant
• Deletion can't be undone

Reminders

Reminders can be sent before an action item's due date, and overdue items show up in your dashboard alerts. Reps can manage their notification preferences in Settings → Notifications.

Best Practices

Be Specific

Good:

• "Update Acme Corp close date to a realistic Q2 date"
• "Complete the discovery call training module by Friday"

Less Good:

• "Update deal"
• "Training"

Set Realistic Due Dates

• Don't set everything to "tomorrow"
• Align with the next 1:1 for follow-up
• Leave buffer time for complex tasks

Review in 1:1s

• Start each 1:1 with an action item review
• Celebrate completions
• Adjust due dates if needed
• Understand what's blocking the rep

Don't Over-Use

• 3-5 action items per rep at a time
• More than that gets overwhelming
• Quality over quantity

Link to Context

• Set Related to the deal, account, or contact the work is about
• Link to the meeting where you created them
• Use tags only for categories/filters — not as a stand-in for the CRM object
• Add a description for "why this matters"

Rep Experience

Rep Dashboard

Reps see their own action items on their dashboard:

• Open items with due dates
• Overdue items (highlighted)
• Recently completed (for reference)

Rep Seat Limitations

• Can view their own action items
• Can mark items complete
• Cannot create new action items
• Cannot delete action items

Related Features

• Meetings — Create action items during 1:1s
• Dashboard — See overdue action items at a glance
• Notebooks — Link action items to your notes

Need Help?

Questions about Action Items? Contact support@smvue.com or use in-app chat.