Action Items

Capture your post-meeting
to-do list on the fly

Turn strategic conversations into decisive action. Action Items allow you to create, track, and execute tasks, all within the client view of your Lifecycle Manager dashboard.

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Act fast on new tasks

Great conversations lead to great ideas. Account for every great idea with Action Items, which lets you quickly create and track tasks and to-do’s discussed during client meetings.

Centralize meeting to-do’s in one place

Put the next steps where they make the most sense (in your client engagement platform!) From the client view of Lifecycle Manager, see Action Items at-a-glance alongside project Roadmaps, Initiatives, and technology health status.

Create and sync tickets to your PSA

Partners who use ConnectWise Manage PSA can have Action Items in Lifecycle Manager automatically submitted as tickets, saving time and clicks by centralizing Action Item creation and management in one dashboard.

Turn your talking points into action points

Meetings build relationships, and they should also build revenue. See the client engagement platform helping MSPs do both.

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