Account Action Items Overview

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Action Items can be found on the RIGHT side of the dashboard.  These action items have NOTHING to do with trainings.  

  • Signatures Needed - your signature is needed for an approval process
  • Items Past Due - this could be past due for a review date
  • New Comments - a user sends you an internal message
  • New Activities - these would be things like actions completed on items where you are the owner
  • New Assignments - you've been assigned as the owner of an item
  • New Reports - notifies you if anyone has shared a report with you

If you see a number between the icon and the action, you can click on the action to see more details. The details will populate below the pie chart. 

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