Unified Actions View is live

What it does

• My Actions (This Workspace) — your default view. Shows every action assigned to you in your current workspace, with full details: title, related record, type, status, assignee, created by, and due date. Filter by Pending or Completed, or search by title or ID.
• All Actions (This Workspace) — see every action across your entire current workspace, not just yours. Useful for managers and team leads tracking what's been assigned and to whom.
• My Actions (All Workspaces) — a global view of every action assigned to you across all workspaces in your organization that you have permission to access. See pending and completed counts at a glance, and click any action to jump directly to it in its source workspace.

Who it's for

All SoterAI users — whether you're an individual contributor tracking your own tasks, a manager overseeing your team's workload, or someone working across multiple workspaces.

How to find it

Open the Actions tab from the left-hand navigation menu. The three tabs — My Actions (This Workspace), All Actions (This Workspace), and My Actions (All Workspaces) — are visible at the top of the page.

A few things to know

• The My Actions (All Workspaces) tab is read-only. To create, complete, edit, or reassign an action, open it in its source workspace.
• The My Actions (All Workspaces) view is scoped to your current organization only — actions from other organizations won't appear.
• When someone assigns an action to you, you'll get an in-app notification with a direct link to the action, no matter which workspace it came from.

• Managing Actions in SoterAI
• Viewing Actions Across Workspaces