Download your action report

You can download your own actions or team actions from the team dashboard. 

If you are an Organization Owner with access to reporting on an enterprise plan, you can download the actions from all teams.

Team and Individual Actions

1. Log into your Team home page. You can see all the Action items from your team's previous meetings.  You will be able to see a description of the action, priority level, due dates, and co-owners (if any) against each action.

2. To see a list of Action items that have been assigned to you, click on the Filter icon and SHOW ASSIGNED TO ME ONLY. 

3. Your assigned Action items will be displayed. 

4. If you need a copy of your action items, go to DOWNLOAD, MY ACTIONS to print your report. Your report can be in either Excel or CSV format.  

Actions From All Teams

To download the action reports for all teams, go to REPORTS and you can then download actions across all teams.  You can also see a high-level view of the current state of action items.


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