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Use a project’s Decisions and Action Items tabs to respond to work assigned to you. This applies to Company users and MSP staff. Responding to your assigned item does not require permission to edit the whole project.

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Before you start

You need access to the project, and the item must be pending and assigned to your signed-in user. Company users must also have access to the shared item. The portal checks access again when you submit. If an item is missing or assigned incorrectly, ask your MSP to review it; Company administrators do not grant themselves project access.

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Find the request

1

Open the project

In Projects, find the project and select its card or row. Confirm the company and project name.
2

Choose the register

Decisions contains approvals, questions, access requests, scheduling confirmations, and decisions. Action Items contains work to complete. The header’s actions-waiting button opens Decisions first when there are pending decisions; otherwise it opens Action Items. Its count includes both tabs, not only work assigned to you.
3

Review the item

Select Pending in Decisions or Open in Action Items to narrow the list. Select Total to return to all items, including cancelled ones. Expand the row to read its description. Pending items appear first, with urgent items and earlier due dates prioritized.
The tab badges count items, including resolved items; they are not unread counts. The summary counts apply to the current register, not both tabs combined. On narrow screens some assignment, linked-work, and date labels are hidden; expand the item and use a wider view if you need more context.

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Respond and confirm

1

Open your response dialog

Select the green action button on your assigned pending row. Read the item title and description again.
2

Enter the response where offered

Questions require an answer; decisions offer optional response text. The other request types show a confirmation without a text field. This form has no attachment or credential-upload control.
3

Confirm or cancel

Select the dialog’s action button to save. Cancel closes it without submitting and clears the draft response. Wait while Submitting… is shown.
4

Check the result

After success the dialog closes and the project refreshes. The row should show Done under Completed. Expand it to review the response, completion time, and completing person’s name where available. If you were filtering pending/open work, switch to Completed to find it.
Provide Access and Schedule record completion of the request. They do not grant permissions, exchange passwords, or create a calendar meeting. Complete also does not automatically finish a linked PSA ticket or the whole project.

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Shared assignments and corrections

When several people are assigned, any one assigned user can complete the item. It becomes completed for everyone; this is not a separate approval vote from each person. If another assignee resolved it first, refresh and review the result before taking further action. There is no Reject button in the Company response dialog. Do not approve something you do not accept. Contact your MSP to explain the issue. Company users cannot reopen or rewrite a completed response through this dialog; ask the MSP to handle corrections. For a new support issue, use the Home AI Assistant, review the proposed ticket, and confirm before submitting. If submission fails, read the error, keep your intended answer, and refresh the project to check its current status and assignment. A request may already be resolved or your access may have changed. A failed submission is not confirmation that the work was recorded.

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FAQs

It appears only for a pending item assigned to your signed-in user. You may be able to read an item without being one of its assignees. Ask the MSP to check assignment and access.
No. One assigned user’s successful response completes the shared item for everyone. Use separate items if separate approvals are required.
No. Both confirm that you have already performed the requested work. Arrange access or scheduling through the process agreed with your MSP before confirming.
Select Completed instead of Pending/Open, then expand the Done row. Its details show the saved response and completion information where available. A successful completion removes it from the pending view.
The response dialog has confirmation and Cancel, with no Reject or undo control. Ask your MSP about a disagreement or correction; do not confirm an approval you do not accept.
No. This records completion of the project action. A linked ticket or phase is context; its delivery status is managed separately.