Skip to main content
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.
You need an action-plan block on the page first. Ask Claude to add one, then add action items inside it.

​
Item properties

PropertyOptions
Statustodo · in_progress · done · cancelled
AssigneeTeam member or external email address
VisibilityPublic (buyer can see) or internal (hidden from buyer)
DatesStart date and/or due date
People from your org are linked automatically. Outside email addresses are added as external contacts.

​
Add action items

Add these action items to the Next Steps block: 'Review proposal' due June 1st
assigned to the buyer, and 'Schedule kickoff call' assigned to me.

​
Update action items

Mark the 'Review proposal' action item as done.

​
Review action items

Show me all the action items in the Acme room and who they're assigned to.