Items to action widget

What is the items to action widget?

The items to action widget displays all items in your project that are outstanding, including bids and management forms with due dates.

This widget is effectively a "to-do" list for your project but also serves as a shortcut to each outstanding item, as users are able to click on an item to view and action it.

After an item is closed off, it is removed from the items to action list.

The "MY ITEMS" tab represents all outstanding items that relate to you, whereas "ALL ITEMS" display all outstanding items for all project team members.

Who can see the items to action widget?

Project team members and project collaborators (i.e. contacts outside of your organisation that are related to an item to action) will see this widget in their dashboard.

However, contacts from outside of your organisation will only ever see items that relate to them in their widget lists.

Got a question about the items to action widget? Shoot us an email at [e-mail] and our customer success team will be in touch.