You need an action-plan block on the page first. Ask Claude to add one, then add action items inside it.
Item properties
People from your org are linked automatically. Outside email addresses are added as external contacts.
Features
Action Items
Shared to-do lists that keep you and the buyer aligned on next steps.
Action items are tasks embedded inside an action-plan block on a room page. Each item can have a description, start and due dates, assignees, and a status. Mark an item internal to hide it from the buyer.