How Do I Assign an Action Item to Multiple Employees?

Last updated: August 21, 2026

Required permissions:

  • No special permission is required to create an Action Item for any employee.

You can create Action Items for multiple employees from the Action Items page, but not the Session or Group Session page.

  1. Click on + Create Action Item on the Action Item page.

  2. Select all employees for whom the identical Action Item will be created.

  3. Optional: Pick a Due Date and Time Due.

  4. Enter the to-do in the Action Item field.

  5. Click on Save Action Item.

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