Next Actions are the smallest, concrete steps you can take to move work forward. They’re intentionally bite-sized so you can start without overthinking.
We can't find the internet
Attempting to reconnect
Something went wrong!
Hang in there while we get back on track
We can't find the internet
Attempting to reconnect
Something went wrong!
Hang in there while we get back on track
⏰ When to Use It
Create a Next Action when you have something actionable that can be done independently, typically within a short session.
⚙️ How It Works
- ✓ Keep it specific: Start with a verb and a clear outcome (e.g., “Email Sarah about onboarding”)
- ✓ Keep it small: If it’s big, it belongs under an Epic → as multiple actions
- ✓ Keep it visible: Review during Processing → and pick the next thing to do
💡 Tips
- ✨ Prefer clarity over cleverness in wording
- ✨ Add context where needed: links to Knowledge →, due dates as Events →, and relevant Lists →
- ✨ If it takes less than a couple minutes, consider doing it immediately during processing