Agenda Options Menu
The Agenda view provides a quick-action menu for each individual work item, allowing you to manage tasks without needing to navigate back to the Action page.
Click the options menu button.
Send to inbox: Selecting this option removes the work item from the current Agenda view and sends it back to the inbox. This action resets the item's current time context, action state and matrix. Use this if you need to re-evaluate the task later.
Actions: Hovering over this option reveals a submenu where you can change the workflow state of the item. From here, you can directly move the task to another state (e.g., "Waiting for," "Someday/maybe," or "Done") without using drag-and-drop (For detailed explanations of these actions, please see the Actions).
Matrix: Hovering over this option reveals a submenu where you can change the matrix of the item. For detailed information on matrix, please see the Matrix.)
Remove from agenda: Removes the work from the agenda by deleting its time context, but keeps the action state unchanged. This option is unavailable for scheduled works since they lack a time context.
Important Rules for Action State Changes
When you use the menu on the Agenda to change the action state of a work item, the following rules apply, which may affect the item's visibility on the Agenda:
Exiting "Scheduled" State: If you change the action of an item currently marked as "Scheduled" to another state (e.g., "Next action" or "Waiting for"), its tie to a specific date is severed. Therefore, the item disappears from the Agenda view (moving to the relevant column on the Actions board) until a new time context is assigned.
Moving to "Done" State: When an item moves to the "Done" state, its time context and matrix are removed, and the item is cleared from the Agenda. Completed items are not listed in the Agenda view.
Moving to "Scheduled" State and Date Impact:
When setting an item to "Scheduled," a mandatory modal dialog will open requiring you to select an Action Date. (you can look at Changing Action)
If the selected date is today, the item is pinned to the top of the "Today" group.
If the selected date is a future date, the item disappears from the current Agenda view until that date arrives.
Moving to "Waiting For" State: When setting an item to "Waiting for," a mandatory modal dialog will open requiring you to select the user you are waiting for. (you can look at Changing Action )