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View any tasks that have been assigned to you through the Comments dialog by navigating to the Action items page, presented in this topic.

Accessing Action items

To navigate to your Action items, click the View all Action items icon in the top right corner of your Onshape window:

You can also access the Action items icon in the left side panel inside an Onshape document:

This opens your Onshape Action items panel.

Accessing Action items

From the Documents page, click the Action items option in the toolbar at the top of the window.

You can also access the Action items icon in the left side panel inside an Onshape document: 

This opens your Onshape Action items panel.

Accessing Action items

To navigate to your Action items, click the Action items icon in the top right of your Onshape window (shown below outlined in red).

You can also access the Action items icon in the left side panel inside an Onshape document: 

This opens your Onshape Action items page.

Using Action items

Upon opening the Action items panel, you see the Action items for the current document by default (this includes tasks that were created in the Action items page but reference the current document):

Click the Current document icon in the top right of the panel to deselect the default setting and show all the Action items assigned to you.

Use the Sort tasks icon in the top right of the panel to sort your tasks by oldest to newest or newest to oldest.

Use the filters at the top of the panel to search through your tasks:

When viewing your Action items, you see the following filters on the left:

• Type - Choose between filtering through any combination of comment, general, and release activities by selecting the check boxes next to the filter options.
• Role - Choose between filtering through releases or tasks assigned to you or created by you by selecting one of the radio buttons next to the filter options.
• Status - Choose between filtering through open releases or tasks or closed releases or tasks by selecting one of the radio buttons next to the filter options.
• Sort - Sort your filtered results by Oldest releases and/or tasks first or Newest first by clicking the dropdown arrow under Sort and selecting your preference (Onshape defaults to sorting by Oldest first).

As you select different filters, the results for the corresponding selections will appear in the panel.

Click Create task at the top of the Action items panel to create a new task. This opens the Create task dialog: 

Fill in the necessary fields and click Save to save your changes, then click Assign to assign the task to the user and close the dialog.

Click Cancel to close the dialog without saving any changes or assigning the task.

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