Subscribe to Weekly Action Item Email

Introducing weekly emails for your top action items. To subscribe, navigate to your Profile Settings and check the box at the bottom: "Subscribe to weekly Action Items email". The default view selected is the All Accounts view for your organization. You may select a different available view.

Once subscribed, you will receive a weekly email on Tuesday mornings with the following metrics: % Optimal, Net Value, Total Action Items, Open and In Progress Action Items, and the top Action Items. The top Action Items are linked to the corresponding Action Item overlay where you can directly resolve that action item.