Skip to main content
All CollectionsJoining and Running your Meetings
Assign Action Items in a Meeting
Assign Action Items in a Meeting
Updated over 11 months ago

MeetingFull Team • Mar 17, 2023

44 seconds read

Quick Guidde

Assign action items directly to users during your meetings, set a due date, and track the status of the action items in follow up meetings. Users can update the status of their action items in real-time and keep attendees updated on their progress.


1. Open a meeting preview by tapping on an event

Meetings can be accessed from your Dashboard, Calendar or Notifications

Open a meeting preview by tapping on an event

2. Tap "Join meeting"

Tap

3. Tap "Yes" to enter the meeting

Tap

4. Tap on a topic to see more details, collaborate and assign Action Items

Tap on a topic to see more details, collaborate and assign Action Items

5. Tap on the "Action Item" button (grey checkbox) in the editor toolbar. Pro tip: use the hotkeys: "[] space"

Tap on the

6. Tap on the "@" button in the editor toolbar. Pro tip: Use the hotkey: "@"

Tap on the

7. Type out your Action Item

Type out your Action Item

8. To assign a Due Date: tap on the "More options" button (grey "+") in the editor toolbar and select "Date". Pro tip: use the hotkeys: "space //"

To assign a Due Date: tap on the

9. Select a Due Date

Select a Due Date

10. Your Action Item(s) has been created but not yet assigned. When the meeting is completed, tap on the "Send Action Items" button to Send/ Assign the Action Item(s)

Your Action Item(s) has been created but not yet assigned. When the meeting is completed, tap on the

11. Tap "Send Action Items"

Tap

12. To view and manage your Action Items, hover on the Action Items tab in the sidebar navigation menu and tap on "My Action Items"

To view and manage your Action Items, hover on the Action Items tab in the sidebar navigation menu and tap on

13. View and Update your Action Items on the Action Items kanban board

View and Update your Action Items on the Action Items kanban board

Did this answer your question?