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Unified Action Items in Jump

One place to view and manage all Jump-generated action items—tasks, CRM updates, and follow-ups—so you can act on them quickly in bulk.

Written by Jamee Western
Updated this week

Who can use this feature?

  • Full users on Ramping, Core, or Scale (legacy)

  • Full users on Meet

  • Lite users who are Team admin

What you can do with the Unified Action Items table

  • A unified, action-oriented table that brings together action items from all meetings into one workflow.

  • Includes items such as tasks, CRM updates, and follow-up/recap emails.

  • Designed to help you manage and complete items at scale—without opening meetings one-by-one.



Where to find the Unified Action Items table

  1. Open Jump.

  2. In the left-hand navigation, click Actions.

  3. You’ll see the unified table with tabs like All, Need attention, and Archived.

  4. Use filters, sorting, or grouping to quickly find and organize action items.




How to use the Unified Action Items table

  1. Open the Actions table.

  2. Choose a tab:

    • All: See everything across meetings.

    • Need Attention: Your working inbox for items that still need action.

    • Archived: View items you’ve archived (and restore them if needed).

  3. Find what you need:

    • Filter by Status, Assignee, Type, Source, Contact, or Date.

    • Sort by any column.

    • Group by a dimension (for example, Status) to review items in batches.

  4. Take bulk action (multi-select items):

    • Reassign items: select multiple rows, choose a new owner, and apply.

    • Sync to CRM across meetings: select items from different meetings and sync them together.

    • Archive items you don’t need to work on right now (you can restore from Archived later).

    • Note: Bulk status updates aren’t currently supported.



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