Action Items

Action Items in Levitate ensure that no task is left behind. Users can set action items associated with specific contacts. Admins can incorporate action items into Automation flows. This is also a great collaboration resource as users can assign action items to each other. On the contrary, Action Items can be set to private and only visible to the assignee. Most email providers allow Levitate to sync these action items to the assignee's calendar.

Creating an Action Item Manually

You can create an Action Item on a contact's profile or through the plus sign that hovers in the Levitate sidebar. You'll choose the checked box in the sidebar to create an Action Item

Here, you can choose the visibility of the Action Item, add the task, assign a due date, and assign the employee to the task. You can also reference the contact(s) for the Action Item.

Here's what it looks like when completed

From there, a green notification will provide a button for viewing the newly created Action Item— that will take you to the Notes & Actions page

From this page, you can check off the Action Item to mark it as completed, you can also send an email, edit, or delete the Action Item

If you are using Google, Microsoft, Outlook, or another system that allows Levitate to integrate with your calendar, the Action Item will also show on your calendar on its due date

Action Items can also be assigned through Automation Steps— read more about that here!

Action Items List

The Action Items page organizes your tasks into date-based groups so you can see what needs attention at a glance. The groups appear in this order:

• Overdue — tasks whose due date has passed.
• Today — tasks due today.
• Tomorrow — tasks due tomorrow.
• This Week — tasks due later in the current week.
• Later — tasks due beyond this week.
• No Date — tasks with no due date assigned.

The Action Items link in the left navigation displays a badge showing the number of overdue items, so you can see at a glance how many tasks are past due.

To reschedule an item, drag it from one date group to another. You can also snooze an item to defer it to a later group without permanently changing its due date.

Quick Add

The quick-add bar at the top of the Action Items list lets you create a task without opening the full creation form. Type a description — the bar parses natural-language dates such as "call tomorrow" or "follow up next Friday" and sets the due date automatically. To assign the item to a team member at the same time, include an @-mention followed by their name.

Press Enter or click the add button to save the item. It appears immediately in the correct date group.

Focus Mode

Focus Mode steps through your open action items one at a time. The relevant contact's details appear pinned alongside the current item so you can read context, send a message, or log a note without navigating away — then advance to the next item when you're ready.

To enter Focus Mode, click the Focus button on the Action Items page.

Calendar View

Action Items includes a calendar view that shows your tasks organized by due date at a glance.

Each item appears on its due date. Overdue items roll forward onto today so they stay visible and don't get buried in past days. Items without a due date also appear on today.

Click any item on the calendar to open the details flyout, where you can view the full task, edit it, or delete it.

Priority and Due Time

When creating or editing an action item, you can set two additional fields:

• Priority — choose None, Low, Medium, or High to communicate how urgent the item is.
• Due time — set a specific time of day alongside the due date when the item needs to be completed at a precise moment.

Bulk Operations

To act on multiple action items at once, select the checkboxes next to each item — up to 100 at a time. A bulk-action toolbar appears with the following options:

• Complete — marks all selected items as done.
• Reopen — moves selected completed items back to open.
• Reschedule — sets a new due date on all selected items.
• Reassign — reassigns all selected items to a different team member.
• Set Priority — applies a priority level to all selected items at once.
• Delete — permanently removes all selected items.

Action Items in the Levitate MCP Server

If you use the Levitate MCP Server with an AI assistant, action-item tools let you get a specific item by ID, delete items, and search across your items by text, contact, priority, or keep-in-touch scope. The update tool supports clearing due dates and setting due times in addition to standard field edits.

Note: The Levitate MCP Server is not enabled by default. Contact your Success Specialist to enable it.