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My Actions and Team Actions ​

Use the Actions area to review open follow-up work without opening leads one by one.

Where to go in the app ​

Select Actions in the main navigation.

My Actions is the default view.

My Actions ​

My Actions is available to every active workspace member.

It shows open actions assigned to the signed-in member. The view does not use an assignee selector because its scope is always the current user.

Use it as a personal follow-up queue for work that is overdue, due today, or upcoming.

Team Actions ​

Team Actions is available only to workspace owners and admins.

It shows open actions across the workspace and supports filters for:

  • assignee
  • action type
  • requires reassignment

The API also enforces this access boundary. Hiding or showing the tab is not the only permission control.

What each row shows ​

An Actions row can show:

  • due-state badge: Overdue, Due today, or Upcoming
  • due date and optional time
  • action title and type
  • lead name and company
  • lead status
  • assignee information where relevant
  • a reassignment warning when the current assignee is no longer eligible

Actions are ordered with the earliest due work first, so overdue work naturally appears before due-today and upcoming work.

Select a row to open the related lead in Pipeline.

LeadBox reuses the normal lead drawer so you can review the lead context, manage the current action, and see Timeline history without creating a separate action record view.

If the related lead is unavailable, LeadBox shows a safe unavailable state rather than opening a broken or unrelated record.

Complete an action from the queue ​

Use the queue completion control and confirm the action when the work is finished.

After a successful completion:

  • the row leaves the open queue
  • the action remains recorded in the lead Timeline
  • the lead can receive another next action when appropriate

The success state confirms that the action was completed. It does not claim that an assignment or reminder email was delivered.

Open work only ​

My Actions and Team Actions show open actions only.

Completed and cancelled actions are not duplicated in these queues. Review their history in the lead Timeline.

What to keep in mind ​

Actions queues do not create scheduled reminders. They provide a current operational view of open work already recorded in LeadBox.

An action assigned to an inactive or removed member remains visible to owners and admins with a reassignment warning until an eligible member is selected.