Accessing Action Items
Navigate to your Single Location Dashboard and select the "To-Do List" tab. Scroll down to the Action Items section.
Reading the Action Items Tile
The tile at the top of the section shows:
The percentage of action items you have completed
How many action items remain
Reviewing Your Action Items
Action items listed below the tile are ready to be completed. Most are assigned by your AI Coach, based on survey responses and any content uploaded to the knowledge base — such as SOPs, training manuals, or other relevant materials.
Hover over the number on any action item to see the reasoning behind why it was created.
Adding a Manual Action Item
Click the "Add" button on the right side of the Action Items section.
Enter the details for the action item.
Assign it to yourself or a team member.