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Connected to every event✨ AI prioritisationOne unified to-do list

Actions that track every promise you make

One to-do list, connected to everything. Create actions from any catchup, meeting, retro, survey, journey, or target. Open one weeks later and still know exactly why it matters.

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Prioritise
Track
Complete

Create actions anywhere, in seconds

Capture actions as they happen, straight from a catchup, meeting notes, retrospective, or survey. Or add standalone tasks whenever something comes to mind. Every action you create is immediately tracked, prioritised, and linked to its source. Try creating one below.

  • Add actions from catchups, meetings, retros, surveys, journeys, targets, or standalone
  • Each action is automatically linked to where it came from
  • Mark as urgent the moment you create it, or change priority later
  • No friction: one field, one click, done

Where is this action from?

Prioritise what needs your attention

All your outstanding work in one place. Urgent actions are separated from normal ones so you always see what to tackle first. Filter by priority, tick things off, and keep your view clean. Try completing and filtering actions below.

  • Urgent and normal priority sections keep critical work visible
  • Filter by priority to focus when the list grows long
  • Overdue deadlines are highlighted in red and impossible to miss
  • Pin any action to your dashboard for instant access from your home screen
  • Completed actions collapse out of the way and can be restored any time
Urgent2
Normal3

Full context for every action

Open any action and see exactly where it came from. Add progress notes, log comments as you work, link relevant docs, and assign to team members. Everything stays with the action rather than scattered across emails and Slack threads. Explore the tabs below.

  • Source context shown at the top so you always know where it came from
  • Add comments to log progress as you work through it
  • Link external docs and resources directly to the action
  • Key themes surface patterns across catchups, targets, and retros

Edit Action

From catchup with Sam Jones· 14 Feb 2026
Urgent
Properties
In Progress
28 Feb · Overdue
Engineering
AC
Alex Chen
Finalise budget approval for Q2
Need sign-off from finance director before end of month. Draft has been shared with the leadership team for review. Chase if no response by 25th.
Budget draft v3 - docs.google.com
Delete
CancelUpdate

Connected to everything, always

Actions don't live in isolation. Each one is tied to the moment it was created, so you can always click through to the catchup, meeting, survey, or retro that produced it. Every action has a story. Expand a source below to see its linked actions.

  • See all actions grouped by their source event
  • Click through to read the original notes, summary, or responses
  • Actions from surveys and retros connect to the exact question or theme
  • Never lose track of why something was important

Discussed Q2 budget sign-off, API migration blockers, and career progression goals. Sam flagged a concern about sprint velocity.

Finalise budget approval for Q2
Review API migration plan with DevOps
Schedule career development chat with Sam

AI reviews your backlog and flags what matters

When your action list grows, it's easy for important things to get buried. AI analyses your outstanding actions, looking at age, source, and impact, and surfaces the ones that need your attention right now. Try it below.

  • AI scans your full action list and spots what's been waiting too long
  • Reasoning is shown so you understand why each action was flagged
  • Mark flagged actions as urgent with one click
  • AI prioritisation is available on the Pro plan

Outstanding actions

5 pending

Finalise budget approval for Q2

Catchup · Sam Jones12d old

Review API migration plan with DevOps

Catchup · Alex Chen8d old

Clarify Q2 priorities at next team meeting

Team Health Survey18d old

Prepare sprint demo slide deck

Meeting · Sprint planning3d old

Speed up CI pipeline: investigate caching

Sprint 22 Retrospective14d old

Automate repeating tasks with Scheduled Actions

Some actions happen like clockwork: payroll on the 9th, release notes every Friday, capacity planning every Monday. Instead of remembering to create them each time, set up a schedule and let Manager Toolkit do it for you. Actions are created automatically on the day you choose, ready to be tracked and completed like any other action.

  • Create weekly or monthly schedules for repeating tasks
  • Assign to a team and member so the action is ready to go
  • Actions are created automatically with no manual work needed
  • Run a schedule manually at any time with the play button
  • Toggle schedules on and off without deleting them
Scheduled Actions
3 active

Run payroll

9th of each monthFinance

Weekly release notes

Every FridayEngineering

Update team capacity sheet

Every Monday

Monthly 1-1 prep

1st of each month
Schedules run automatically - or trigger manually with the play button

Everything you need in one place

Actions come with everything built in. No extra tools needed for tracking, context, or prioritisation.

🔗Linked to everythingEvery action remembers its source: catchup, meeting, retro, survey, journey, or target
📌Pin to dashboardPin individual actions to your dashboard as widgets for instant visibility
🔁Convert to reminderTurn an action into a date-based or catchup reminder if it can wait
Urgent priorityFlag critical actions so they never get buried in the list
📅Deadlines & overdueSet due dates and spot overdue actions at a glance
🤖AI prioritisation (Pro)AI reviews your backlog and flags what needs attention now
💬Progress commentsLog updates as you work and keep context with the action, not scattered across your inbox
🏷️Key theme linkingSurface patterns across your team over time
📎Resource linksAttach docs, links, and references directly to any action
Completion trackingCompleted actions collapse cleanly and can be restored any time
🔄Scheduled ActionsAutomate repeating tasks on a weekly or monthly schedule, created for you automatically

Frequently asked questions

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