Download action items

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

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

Team and individual dashboard

1. Navigate to your team HOME page. You can see all the action items from your team's previous meetings. You will be able to see the priority level, due dates, and assignees (if any) against each action.

2. To see a list of action items that have been assigned to you, click the FILTER (EYE) icon and select MY ACTIONS ONLY.

3. Your assigned action items will be displayed.

To then download this list, simply click on the DOWNLOAD button and select MY ACTIONS.

Reports - Actions

To download the action reports for all teams, navigate to the account HOME page —> INSIGHTS —> REPORTS tab. Click on DOWNLOAD under the Actions report amongst the other reports made available.

Insights - Actions

Additionally, you can see how your teams are managing their action items by navigating to the INSIGHTS —> ACTIONS tab.

Here you will see a series of metrics related to the overall performance and management of action items across all teams.

You will first see a high level view with a set of numeric statistics.

Created actions

A graph representing the number of action items created over time. You can either DOWNLOAD this in an EXCEL or CSV format. Or, DOWNLOAD AS IMAGE in a .png format.

Open actions

A graph representing the number of days action items have been open over time. You can either DOWNLOAD this in an EXCEL or CSV format. Or, DOWNLOAD AS IMAGE in a .png format.

Published actions

A graph representing the number of published action items with any integrated workflow tools (e.g. Jira, Slack, etc...) over time. You can DOWNLOAD AS IMAGE in a .png format.

Time to completion

A graph representing the average number of days taken to complete action items over time. You can either DOWNLOAD this in an EXCEL or CSV format. Or, DOWNLOAD AS IMAGE in a .png format.