Keep on top of the actions board
The filters, queues and counts that keep a hundred open actions honest — without a weekly chase meeting.
4 min read · Last reviewed 18 August 2026
Everyone clears their own queue
“For me” shows each person the actions they owe, beside the signatures and acknowledgements waiting on them.
Owners are chased automatically: one daily email covering everything they owe, and silence when they owe nothing.
Managers work the register
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Open Actions and lean on the filters: overdue, by site, by source, by assignee, by type.
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The needs-attention count in the navigation is the number that matters — navigate to the red, deal with it, watch it fall.
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Reassign and re-date where reality has moved — an action nobody believes in is worse than an honest extension.
Tip: Review overdue actions by owner, not by list order. Five overdue actions usually belong to two people, and that is a different conversation.
Report when asked
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Export the filtered register to CSV when the board or the client wants the numbers.
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For a live view, the analytics side can chart actions by status, site and time — drilling back into this same register.