Create Actions Immediately
When you spot something that needs attention, create an action right away. The context is freshest in your mind, and smart routing will preserve all the relevant details.
Use Descriptive Titles
Make it clear what needs to be done at a glance:
✅ "Review Facebook ad set 123 - CPA increased 40%"
❌ "Check something"
Add Context in Descriptions
Future you (or your teammate) will thank you:
Why is this action needed?
What should the outcome be?
Any specific steps or considerations?
Set Appropriate Priority
Urgent: Needs immediate attention (e.g., ad account issues, customer escalations)
High: Important, should be done soon (e.g., campaign optimizations, follow-ups)
Medium: Normal priority (e.g., routine reviews, scheduled tasks)
Low: Nice to have (e.g., research, exploration)
Assign to the Right Person
Choose the team member best equipped to handle the action. Notifications will ensure they're aware of the new task.
Use Smart Routing
When you need to act, click "Go to Page" to jump directly to the source context. No more hunting through tabs or trying to remember where you saw something.
Keep Your Action List Clean
Complete actions when done
Cancel actions that are no longer relevant
Archive old completed items periodically
Use filters to focus on active work