# Actions

![Actions](/docs-content/566f4b363a-01-actions.png.webp)

**Navigation:** Work → Actions  
**Primary audience:** every user with assigned or visible work

## Purpose

Actions is the consolidated work queue for evidence-linked next steps from meetings, findings, projects, commercial activity, relationship recovery, compliance processes, reports, and administration. It helps users execute, delegate, follow up, and close work with clear ownership and evidence.

## Scope controls and indicators

Assignee defaults to the signed-in user and can show permitted teams. Due filters a date window. State selects Open, Waiting, Blocked, Overdue, Completed, or other states. Linked Object narrows projects, accounts, opportunities, meetings, findings, cases, or administrative objects.

Assigned to Me shows active ownership. Overdue identifies missed dates. Blocked counts actions whose dependency prevents progress. Completed This Month shows closure and on-time rate.

## My action board

The board groups work by Today, Upcoming, Waiting, Blocked, and Completed. Each card shows action, owner, due date, priority, linked object, source, dependency, and evidence requirements. Changing view can display list, board, calendar, or workload mode.

## Planning and dependencies

**Due-date load** displays workload on a calendar. **Blocked actions** identifies the blocking party or prerequisite and elapsed waiting time. **Workload by source** shows where actions originate. **Owner and date quality** detects incomplete records. **Workload controls** surfaces reassigning, follow-up, and rescheduling decisions.

## Actions

- Create, edit, assign, reassign, or reschedule an action.
- Mark Waiting or Blocked and identify the dependency.
- Follow up with an owner or external party.
- Complete with evidence, or close as not applicable with reason.
- Open the originating evidence and linked object.
- Split or merge duplicate work where permitted.

## Recommended procedure

Start with overdue and critical-path work, then items due this week. Confirm owner, date, and completion evidence. Use Waiting only when another party or event is required; use Blocked when progress cannot continue. Review carried-over work instead of repeatedly rescheduling it.

## Interpretation

An automatically detected action is a proposed task until accepted or created under the relevant process. Completing a task does not automatically resolve its underlying finding, risk, objection, or recovery plan.

## Related screens

[Decisions & Commitments](/documentation/packages/bnd-work/screens/work-decisions-and-commitments), [Meeting Decisions & Actions](/documentation/packages/bnd-work/screens/home-meetings-decisions-and-actions), and [Findings — Confirmed](/documentation/packages/bnd-findings/screens/intelligence-findings-confirmed).