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Action items

UPDATED SEPTEMBER 17, 2026 / FORMS

Action items is a lighter-weight way to track commitments from a meeting — who agreed to do what.

Unlike Punch list and Safety observation, Action items does not gate on task completion by default, and its Ready-for-review and related notifications are off out of the box — it is meant for quick, low-friction tracking rather than a formal review cycle. Notifications and a stricter review workflow can be turned on if your team wants that level of rigor.

Install it from Starter templates on Forms — see Install a form from the library.

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