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!