Action Plans

Action Plans let you turn audit findings into concrete tasks that your team can track and complete. Assign owners, set due dates, track progress, and push items to your project management tools.

Overview dashboard

The Action Plans page shows four stat cards at the top:

• Open — Items waiting to be started
• In Progress — Items currently being worked on
• Completed — Items marked as done
• Overdue — Open or in-progress items past their due date

Click any stat card to filter the list to that status. A progress bar below the stats shows overall completion percentage.

Creating action items

From an audit

1. Navigate to the Action Plans page
2. Click Generate from Audit
3. RevTrace creates action items for Critical and Warning findings
4. A toast notification tells you how many items were created and how many duplicates were skipped

Items generated from an audit include the check ID, category badge, and a link back to the source finding.

Manually

1. Click Add Item on the Action Plans page
2. Enter a title, description, and priority
3. Optionally set a due date

Searching and filtering

The toolbar provides several ways to narrow down your action items:

• Search — Type to search across titles, descriptions, and check IDs
• Status filter — Filter by Open, In Progress, Done, or Dismissed
• Priority filter — Filter by High, Medium, or Low
• Assignee filter — Filter by team member or show unassigned items
• Sort — Sort by Priority (default), Due Date, or Created date
• My Tasks — Toggle to show only items assigned to you

An active filter count badge appears when filters are applied. Click Clear to reset all filters at once.

Managing action items

Click any action item to open the detail panel. The panel shows:

• Badges — Check ID, audit category, priority level, and overdue status at a glance
• Description — The full item description
• Source finding — If generated from an audit, a link back to the audits page
• Solution guide — HubSpot navigation path, best practices, and common pitfalls from the matching solution guide
• Status — Open, In Progress, Done, or Dismissed
• Priority — High, Medium, or Low
• Assignee — Any team member in your organization
• Due date — Target completion date
• Notes — Free-text notes for context or updates

The detail panel stays open after saving, so you can make changes and then push to an integration without re-opening.

Action item cards

Each action item row shows:

• Priority — Color-coded dot with label (High/Medium/Low)
• Title — The item name, with strikethrough for completed items
• Check ID and category — The source check (e.g., DP-05) and category (e.g., Pipeline)
• Assignee avatar — The assigned team member's avatar and first name
• Due date — Shown in red with an "Overdue" badge when past due
• Status group — Items are grouped by status with color-coded count badges

Overdue tracking

Items past their due date are highlighted with:

• A red border on the card
• An "Overdue" badge with a warning icon
• Red-colored due date text
• An overdue count in the status group header and the stats overview

Bulk operations

Select multiple items using checkboxes to:

• Update status in bulk
• Change priority in bulk
• Reassign to a different team member
• Push to Monday.com or ClickUp
• Delete multiple items at once

Use Select All to select all visible (filtered) items. The bulk toolbar appears at the bottom of the screen when items are selected.

Pushing to integrations

If you've connected Monday.com or ClickUp in Settings > Integrations, you can push action items directly to your project boards.

Single push

Click the Push to Monday.com or Push to ClickUp button in the action item detail panel.

Bulk push

Select multiple items, then use the Push to... dropdown in the bulk toolbar.

Fields like title, priority, due date, and assignee are automatically mapped. See Integrations for full field mapping details.

Finding notes

Open any finding from an audit to leave comments. Notes are visible to all team members and useful for discussing findings before creating action items.

Dashboard summary

The dashboard shows an "Assigned to You" card with your open task count and any items due soon.

Plan requirements

Action Plans are available on Pro, Business, and Agency plans.