Actions are to-dos/tasks that you or your client commit to during sessions. You can set due dates & reminders to help drive accountability.

Actions can be assigned by you or your client - to yourself or to your client.

For example:

  • you create and assign a task to yourself to conduct stakeholder feedback or share the summary of a 360

  • your client creates and assigns a task to you to kindly postpone your session by a week

Here's a video tour of your actions tracker:

Delve in: How to create, assign & track actions

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