How action items work

Q: How action items work

Talisk reads incoming mail and raises an action item for anything that needs you: a reply, a decision, a task. Open Action Items from the sidebar (a red badge shows how many are open). Each item is one card per thread, tagged with its urgency and (when drafted) a Draft pill. Per card you can: Done :

TALISK_HQ reads incoming mail and raises an action item for anything that needs you: a reply, a decision, a task. Open Action Items from the sidebar (a red badge shows how many are open).

Each item is one card per thread, tagged with its urgency and (when drafted) a Draft pill. Per card you can:

Done: mark it handled.
Snooze: hide it until later today, tomorrow, the weekend, or next week. When that time comes the card is back in the open list (and in the badge count) on its own, with nothing for you to do.
Skip: drop it from the list but leave the email in your inbox.
Archive: file the email and close the item (it's styled red but it's not a delete).

A bookkeeper you have invited in, and a Partner bookkeeper working inside a client's account, can read the items but not change them: their card shows Open only, with no Done, Skip, Snooze or Archive and no swipes.

You get one card per thread: a follow-up email re-points the same card to the newest message (and re-opens it if you'd closed it). When you reply (in TALISK_HQ or straight from Gmail/Outlook) the card closes itself. To reply with an AI-drafted response, open the email from the card.

Good to know: You get one action item per email thread: a follow-up re-anchors the same card rather than adding another, and replying (in Talisk or in your mailbox) closes it automatically. The red Archive button is not a delete: it files the email and closes the item.

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