How Do I Edit an Action Item?

Last updated: August 20, 2026

Required permissions:

  • No special permission is required to edit an Action Item you created.

  • The Coaching: All access permission is required to edit an Action Item created by any user.

Edit an Action Item

  1. You can edit an existing Action Item by taking either of the paths below:

    1. Go to Coach --> Action Items.

    2. Go to Coach --> Sessions --> click on the name of the Session and scroll to the associated Action Item.

  2. Edit the Assign To, Due Date, Time Due, and/or Action Item fields.

  3. Click on Save Action Item.

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