Adding action items
Actions can be added:
- During a meeting.
- From the ACTIONS sidebar.
- Before or after a meeting from the Team HOME page in the open actions list.
For each action, you can prioritize as HIGH, MEDIUM or LOW, add a due date and assign one or more team members as owners.
All the action items across all meetings can be reviewed in the ACTIONS sidebar. This helps you keep track of which actions are still open.
CAPTURING ACTIONS DURING A MEETING
In the DISCUSS and REVIEW step, decide if:
- FACILITATORS CAN ADD ACTIONS,
- EVERYONE CAN ADD ACTIONS,
- EVERYONE CAN PROPOSE ACTIONS or,
- If you want AI to SUGGEST ACTIONS (if ideas have been submitted).
- Team members will have the opportunity to accept, reject or remain neutral on proposed actions from AI or other team members. Actions can then be committed or rejected.
- In the REVIEW step, you will see a list of all committed actions. You can add or edit actions and review the full set of actions. GROUP BY IDEA to see which actions are associated with specific ideas.
Capturing actions in the sidebar
Action items can also be captured on the ACTIONS sidebar at any step of the meeting. Adding actions here is not linked to a specific idea. You can also refer to all the open action items as a handy reference.
Capturing actions on the team HOME page
You will see an aggregated list of all action items from all previous meetings. You can update, comment, add to, modify, or mark them off as complete. You can also SHARE or DOWNLOAD the list.
MANAGING ACTION ITEMS
- To check off a completed action item, click the ✔️ symbol.
You can set or change the priority level of an action.
You can also assign or change an owner for an action and set a due date.
- To remove an action, click on the Action, then click on the DELETE icon.
