--- title: Manage Action Items description: Learn how to create, edit and manage action items in the Libryo Assess application. --- [Skip to content](https://success.libryo.com/assess/manage-action-items#main-content) English Show submenu for translations ![Libryo\_Assess\_Green](https://success.libryo.com/hs-fs/hubfs/Libryo_Assess_Green.png?width=400&height=102&name=Libryo_Assess_Green.png) - [LOGIN](https://my.libryo.com/) - [NEWS](https://success.libryo.com/en/knowledge/customer-newsletter) - [BLOG](https://blog.libryo.com/) - [WEBSITE](https://libryo.com/) Open main navigation Close main navigation - [LOGIN](https://my.libryo.com/) - [NEWS](https://success.libryo.com/en/knowledge/customer-newsletter) - [BLOG](https://blog.libryo.com/) - [WEBSITE](https://libryo.com/) - English Show submenu for translations - [CONTACT US](mailto:support.assess@erm.com) [CONTACT US](mailto:support.assess@erm.com) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Success Portal - Libryo Assess](https://success.libryo.com/assess?hsLang=en) 2. [User Training - Step-by-Step Guides](https://success.libryo.com/assess/user-training-step-by-step-guides?hsLang=en) 3. [Action Items](https://success.libryo.com/assess/user-training-step-by-step-guides?hsLang=en#action-items) # Manage Action Items ## Learn how to create, edit and manage Action Items. Action items are how you track corrective actions and other tasks arising from your compliance and assessment work in Libryo Assess. This article covers creating, viewing, editing, and deleting action items, along with exporting data, tracking trends, and organising action items with tags. ### **Action item types** Every action item is assigned one of three types: | **Type** | **Used for** | | --- | --- | | **Administrative** | General organisational tasks not tied to a specific assessment finding. | | **Corrective** | Fixes noncompliance identified during an assessment. | | **Certification** | Updates audit protocols, such as citations, wording, or answer options. | ### **Where to find action items** ### The Action Items dashboard gives you a central view of all action items for your organisation. Access it by clicking **Action Items** in the top-right navigation bar. ![Screenshot 2026-08-21 at 16.16.30](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-21%20at%2016.16.30.png?width=670&height=334&name=Screenshot%202026-08-21%20at%2016.16.30.png) - Organisation and entity level action items are created directly from this dashboard. - Question level action items are created from within the relevant assessment. - Customise the dashboard view using **Show Column** to display only the information relevant to you. ### **Create an action item** **Who can do this:** *Admin (organisation and entity level); Member, Certifier (assessment question level)* 1\. For organisation or entity level items, go to the **Action Items** dashboard.  ![Screenshot 2026-08-21 at 16.19.13](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-21%20at%2016.19.13.png?width=670&height=335&name=Screenshot%202026-08-21%20at%2016.19.13.png) Or for question level items, open the relevant question under the **Assessments** tab. ![Screenshot 2026-08-21 at 16.21.16](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-21%20at%2016.21.16.png?width=670&height=333&name=Screenshot%202026-08-21%20at%2016.21.16.png) 2\. Click **+ New Action** if you are in Action Items or the **+** icon if you are in and Assessment.  3\. Enter the required details and choose an **Action Item Type**. ![Screenshot 2026-08-21 at 16.25.05](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-21%20at%2016.25.05.png?width=399&height=501&name=Screenshot%202026-08-21%20at%2016.25.05.png) 4\. Assign the relevant users, and add tags if needed (optional). Once you are finished, click **Create** to save. 5\. To view an action item's full details, click the **Expand** button beside its title. ![Screenshot 2026-08-21 at 16.29.36](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-21%20at%2016.29.36.png?width=670&height=303&name=Screenshot%202026-08-21%20at%2016.29.36.png) ### **Edit or delete an action item** **Who can do this:** *Editing: Only the assignee and users with Admin roles can edit action items.* To edit an action item: 1\. Click the **Edit (pencil)** icon next to the action item's title. ![Screenshot 2026-08-21 at 16.53.50](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-21%20at%2016.53.50.png?width=670&height=173&name=Screenshot%202026-08-21%20at%2016.53.50.png) 2\. Edit the general information, attach evidence files, or add comments as needed and then click **Update** in the bottom-left. ![Screenshot 2026-08-21 at 16.56.46](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-21%20at%2016.56.46.png?width=83&height=48&name=Screenshot%202026-08-21%20at%2016.56.46.png) To delete an action item: 1\. Select Delete Action Item. ![Screenshot 2026-08-21 at 16.54.04](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-21%20at%2016.54.04.png?width=483&height=608&name=Screenshot%202026-08-21%20at%2016.54.04.png) 2\. Confirm the deletion by clicking **Delete**. 💡 **Good to know** Only the assignor can delete an action item. Deleting one permanently removes all of its attached evidence files, so double-check before confirming. ### **Comments and evidence files** - Use the **Comments** tab within an action item to post updates. ![Screenshot 2026-08-26 at 09.43.41](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-26%20at%2009.43.41.png?width=670&height=247&name=Screenshot%202026-08-26%20at%2009.43.41.png) - Upload supporting documents under **Evidence Files**. ![Files](https://success.libryo.com/hs-fs/hubfs/Files.png?width=670&height=247&name=Files.png) - To remove an uploaded file, click the trash **bin** icon next to it. ![Screenshot 2026-08-26 at 09.44.38](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-26%20at%2009.44.38.png?width=442&height=533&name=Screenshot%202026-08-26%20at%2009.44.38.png) ### **Exports, trends and notifications** **Who can do this:** *Admin and Member roles (for the entities they have access to).* - To export your Action Items, click **Export** in the top-right to download an Excel file or generate a data link. ![Screenshot 2026-08-26 at 09.51.14](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-26%20at%2009.51.14.png?width=670&height=318&name=Screenshot%202026-08-26%20at%2009.51.14.png) - To review your trends and insights, click the **Graph** icon in the top-right navigation bar.  ![Screenshot 2026-08-26 at 09.55.56](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-26%20at%2009.55.56.png?width=670&height=73&name=Screenshot%202026-08-26%20at%2009.55.56.png) - These charts show you the status distribution, overdue items, and trends over time for Action Items. ![Screenshot 2026-08-26 at 09.55.46](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-26%20at%2009.55.46.png?width=670&height=320&name=Screenshot%202026-08-26%20at%2009.55.46.png) - Use the **Filters** on the dashboard to refine your results and find Action Items quicker. ![Screenshot 2026-08-26 at 09.56.17](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-26%20at%2009.56.17.png?width=670&height=277&name=Screenshot%202026-08-26%20at%2009.56.17.png) - In the top-right, select **Notifications Settings** to manage your email notifications for action items. ![Screenshot 2026-08-26 at 09.57.57](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-26%20at%2009.57.57.png?width=670&height=314&name=Screenshot%202026-08-26%20at%2009.57.57.png) ### **Action item tags** **Who can do this:** *Admin* Action item tags help you organise and categorise action items for easier filtering and tracking. They're managed centrally from **Account Management**, separately from the Action Items dashboard itself. 1\. Click the drop-down arrow beside your user name, then select **Manage**. ![Screenshot 2026-08-26 at 10.12.36](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-26%20at%2010.12.36.png?width=670&height=216&name=Screenshot%202026-08-26%20at%2010.12.36.png)   2\. Click **Action Item Tags** to see all existing tags. ![Screenshot 2026-08-26 at 10.12.55](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-26%20at%2010.12.55.png?width=670&height=261&name=Screenshot%202026-08-26%20at%2010.12.55.png) 3\. Click **+ Add Label** in the right of your screen to create a new action item tag. ![Screenshot 2026-08-26 at 10.13.10](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-26%20at%2010.13.10.png?width=126&height=42&name=Screenshot%202026-08-26%20at%2010.13.10.png) 4\. Enter a name and choose a colour. A description is optional. Click **Create** to save once you are done. ![Screenshot 2026-08-26 at 10.13.17](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-26%20at%2010.13.17.png?width=412&height=380&name=Screenshot%202026-08-26%20at%2010.13.17.png) 5\. To edit or delete an existing tag, select the **pencil** icon to edit or the **bin** icon to delete and confirm the action. ![Screenshot 2026-08-26 at 10.18.39](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-26%20at%2010.18.39.png?width=670&height=244&name=Screenshot%202026-08-26%20at%2010.18.39.png) 6\. Tags can be assigned when creating or updating an action item. Any assigned tags will appear in the **Tags** column on the **Action Items** dashboard and can be used to filter results via Select Tags. ![Screenshot 2026-08-26 at 10.19.28](https://success.libryo.com/hs-fs/hubfs/Screenshot%202026-08-26%20at%2010.19.28.png?width=670&height=313&name=Screenshot%202026-08-26%20at%2010.19.28.png)   **Have any questions?** At Libryo, we really want all our users to get the most from our application. If you have any questions or require further support, please contact us. [Contact us](mailto:support.assess@erm.com) - [User Training - Step-by-Step Guides](https://success.libryo.com/assess/user-training-step-by-step-guides?hsLang=en#main-content) - [User Access & Account Management](https://success.libryo.com/assess/user-training-step-by-step-guides?hsLang=en#user-access-account-management) - [Entity](https://success.libryo.com/assess/user-training-step-by-step-guides?hsLang=en#entity) - [Portfolio](https://success.libryo.com/assess/user-training-step-by-step-guides?hsLang=en#portfolio) - [Assessments](https://success.libryo.com/assess/user-training-step-by-step-guides?hsLang=en#assessments) - [File Library](https://success.libryo.com/assess/user-training-step-by-step-guides?hsLang=en#file-library) - [Action Items](https://success.libryo.com/assess/user-training-step-by-step-guides?hsLang=en#action-items) - [User Training - Tutorial Videos](https://success.libryo.com/assess/user-training-tutorial-videos?hsLang=en) - [Extra Support](https://success.libryo.com/assess/extra-support?hsLang=en) - [LOGIN](https://my.libryo.com/) - [NEWS](https://success.libryo.com/en/knowledge/customer-newsletter) - [BLOG](https://blog.libryo.com/) - [WEBSITE](https://libryo.com/) [![Libryo\_Green\_Smaller](https://success.libryo.com/hs-fs/hubfs/Libryo_Green_Smaller.png?width=159&height=41&name=Libryo_Green_Smaller.png "Libryo_Green_Smaller")](http://www.libryo.com) Copyright © 2026, Libryo Ltd