Jessi Wilcox

The householding feature in the Tasks section of Action Builder is designed to maximize the efficiency of your home visits. When you're out connecting with targets, it's beneficial to engage with a...

Note: Admins, leads, and organizers can access this feature. Tasks make it easy to assign, track, and manage the to-dos that will be crucial for any organizing campaign: talking to people at their ...

Note: Only Admins have access to this feature. The "Info" feature in Action Builder is a global feature, meaning that once custom fields are created, they can be enabled or disabled for different c...

Note: Only Admins have access to this feature. Every organization in Action Builder starts with a default entity type: People. For many groups, this is all you’ll need—you're organizing individuals...

An Entity is anything that can be stored as information or data in a database, having its own distinct and independent existence. In Action Builder, entities empower you to organize and monitor the...

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Terms Of Service Agreement Last revised February 21st, 2025 Welcome to the Action Builder Organizing Toolset (the “Services”) provided by Action Squared (“we”, “us”, “our”, "Action Squared”). If yo...

Last revised February 21, 2025 This Cookies Notice explains how Action Builder (“Action Builder,” “we,” “us,” and “ours”) uses cookies and similar technologies to recognize you when you visit our w...

Sign up for our 100 series Action Builder training! Training sessions are held Thursdays at 3 pm ET. 101 - Getting Started with Action Builder New to Action Builder? Then this training is where you...

This feature is available to all users. From the Tasks page, you can quickly and easily see what to-dos have been assigned to you and complete them. To get to the Tasks page, you need to click on t...