Downloading Actions

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

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

Team and Individual Actions

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

2. Use Eye icon to filter and sort actions. 

3. Your filtered result will be displayed.  You can DOWNLOAD a copy as needed.

Actions From All Teams

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

Still need help? Contact Us Contact Us