Action Items is your compliance to-do list. It collects every piece of work Turris detects that needs a person to act, from a license about to expire to a producer agreement waiting for signature, groups it by type and priority, and gives each item a button that drops you on the exact screen where the work gets done.

Action Items is where you keep track of the outstanding compliance work for your organization so nothing slips. Whenever Turris detects something that needs human attention (a missing producer agreement, an expiring license, an authorization that failed, a duplicate NPN branch to review), it creates an action item, files it under the right category, and shows it here with a direct button to the resolution screen.

Action Items lives in the left column of the Activity page, alongside the Event Log that records what is happening across your network.

Who uses it. Compliance leads, licensing managers, and operations staff at carriers, MGAs, and wholesalers. It is the page you open at the start of the day to triage what needs doing, and the page you return to after each change to confirm the work closed out.

What you can do here:

Open the left sidebar and click Activity. The Activity item carries a small count badge showing how many action items are still open (anything not marked Done); the badge refreshes on its own so you see new work arrive in real time.

The Activity page opens with the Action items card on the left. On wide screens the Event Log sits to its right; on narrower screens the two stack. The list defaults to the Active view showing Todo items, grouped into category sections that are collapsed until you open them.

The Action items card is laid out as follows:

To work an item, click a category header to expand it. The section loads its items and you can scroll through them; more load automatically as you reach the bottom. Click any item's title or its action button to open the screen where the work is completed. A question-mark icon in each category header explains what that category covers.

When you'd do this. You are clearing your inbox and want to resolve a specific item: renewing a license, signing an outstanding producer agreement, setting an authorization, or responding to something the platform flagged.

Note: You do not have to mark most items done by hand. Completion is driven by the compliance state itself, so once the license is renewed, the authorization is set, or the document is uploaded, the item closes on its own. Allow a minute or two for the change to sync.

When you'd do this. You want to clear several items at once: marking a set of in-progress items, or archiving reminders that are already being handled elsewhere and no longer need to sit in your list.

The Change status menu offers:

A confirmation appears after each action, for example Status updated, Updated 3 tasks. or Action items archived, Archived 2 tasks. If some selected items could not be archived (for example, a system item owned by another member), the message notes how many were skipped.

Note: Only items that support manual dismissal can be selected. System compliance items (such as license renewals, authorization failures, and contract signings) have a disabled checkbox, because they reflect a real compliance state that closes on its own once resolved.

Warning: Archiving an item clears it from your Active list but does not resolve the underlying compliance issue. If the condition still applies, the platform will create the item again on the next compliance sync. Archive only items that are genuinely no longer relevant. You can review archived items any time by switching the Show filter to Archived.

When you'd do this. Your list is long and you want the most important work to surface first, with low-value reminders out of the way.

Each category is assigned to one of four Eisenhower quadrants. The assignment controls how categories are ordered in the list, how the priority summary strip is grouped, and which items show by default.

Categories you have not yet assigned to a quadrant appear under an Other grouping and stay visible.

To change which quadrant a category belongs to, open the Filters popover and click the gear icon (Manage action item priorities) next to Filter by priority. This opens Settings, Action item priorities, where you assign each category to a quadrant.

Every action item belongs to one category. The Filters popover lets you narrow the list to one or more of the categories below.

Click Filters above the list to open the filter popover. Every filter, the sort order, and the Active or Archived view are saved into the page URL, so you can bookmark a view, share a pre-filtered link with a teammate, or reload without losing your place.

By default the list shows Todo items and hides anything in the Postpone quadrant. A Clear all link appears in the popover whenever any filter is non-default.

The Search box at the top of the card matches your term against the item title and description. Partial matches work; typing renew finds both license-renewal and policy-renewal items. Search needs at least two characters.

You see action items routed to you specifically, items routed to your role, and items shared across your organization. There is no separate owner toggle.

Each item carries a status badge:

Items with a due date show a due-date badge:

Other visual cues:

Why does an item I just completed still show up? Items close automatically when Turris detects the underlying condition is fixed, and there is usually a short sync delay. Refresh after a minute or two. If it still has not moved to Done, the resolution may not have fully propagated yet.

Why don't I see every action item my organization has? The list is scoped to what is relevant to you: items routed to you specifically, items routed to your role, and items shared across the organization. A teammate in a different role may see a different set.

Why can I select some items but not others? Only items that support manual dismissal can be selected for a bulk status change or archive. System compliance items (license renewals, authorization failures, contract signings, and similar) have a disabled checkbox because they reflect a real compliance state and close on their own once resolved.

Where did the Postpone items go? Items in the Postpone quadrant are hidden from the list by default. Open Filters and select the Postpone priority to reveal them.

What is the Event Log on the right side of the page? The Event Log is a separate feed of what is happening across your network. Action items are the work that needs doing; the Event Log records events as they occur. Some events create an action item, and you can jump from such an event to its related item.

Will my filters persist if I reload? Yes. Every filter, the sort order, and the Active or Archived view are saved to the page URL, so reloading, bookmarking, or sharing the link preserves the exact view you set up.

What does the count badge on the Activity sidebar item mean? It is the live count of open action items, meaning anything not yet marked Done. It updates automatically as items are created, started, and completed.

What is the difference between archiving and marking done? Marking an item Done records that the work is complete. Archiving moves an item out of your Active list into the Archived view without resolving it; if the underlying condition still applies, the platform will recreate the item on the next sync.

If you have questions about Action Items or encounter any issues, contact our support team at support@turris.com.