How Do I Create an Action Item?
Last updated: August 20, 2026
Action Items help managers assign measurable follow-up tasks tied to a coaching Program or Session so employees know what to complete.
This article will show you how you can create Action Items for your employees.
Required permissions:
The Session manager and Co-Coach(es), Session employee, and anyone with Coaching: All Access permission can create an Action Item.
The Group Session manager, Co-Coaches, participants, and anyone with Coaching: All access can create Action Items linked to Group Sessions.
Access the Action Item Creation Page
There are two ways to access the Action Item creation page:
Go to Coach --> Action Items --> + Create Action Item.
Click on New Action Item from the Action Item section on an individual Session page.
Assign an Employee, Set a Due Date, and Create the Action Item
Choose an employee from the Assigned To menu.
If you're creating an Action Item from the Action Item page, you can select multiple employees.
If you're creating an Action Item from the a Session page, you can select only one employee.
Optional: Pick a Due Date and Time Due.
Enter the to-do in the Action Item field.
Click on Save Action Item.