Terret Homepage - Action Items

This article shows you how to use the Action Items list on the homepage so you can keep track of your assigned tasks and efficiently follow up after calls.

Step 1: Find the Action Items List

The Terret homepage displays an automatically generated Action Items list. This includes tasks from the last 14 days that are assigned to you. You’ll see each task’s opportunity link, creation date, and available action options.

Step 2: Review Action Item Details

Hover over the sparkle icon to quickly identify where the Action Item came from. If the source is a call, a call link appears alongside the Action Item.

Step 3: Mark Action Items as Completed

To complete a task, select the Mark as Completed option directly from your list.

Step 4: View Completed Items

Click View Completed Action Items to see tasks you’ve finished. If needed, use the available actions to revert any item back to incomplete status or return to the previous page.

Step 5: Complete Follow-Up Email Tasks

After each call, Terret creates an Action Item for sending a follow-up email. Complete it using the Generate Email action.

Step 6: Generate and Customize a Follow-Up Email

Select Generate Email to have the AI draft a follow-up message for all call attendees. Use the prompt guidance on the right to further customize your message. Choose to copy the draft or open it in Gmail or Outlook for sending.

Step 7: Manage Email Recipients

Add or remove recipients as needed. Terret automatically regenerates the email according to the new recipients list.

Step 8: Finalize and Send Your Email

Customize the email content as required. When finished, copy it or use your preferred email service, then close the composer.

Step 9: Track and Complete Other Action Items

Browse any other Action Items you have and mark them complete directly from the homepage as you work through your tasks.

Keep your work organized and stay on top of follow-ups using the Action Items workflow on the Terret homepage!