📋 Action Items (within a Meeting)
After a meeting is processed, Zeplyn automatically lists the follow-ups captured from your conversation in the Action Items section of the meeting page.
Each task includes:
Task description – What needs to be done
Assignee – Who is responsible
Due date – When it’s due
Type – The category of task (e.g., Advisor Task or Client Follow-up)
Status – Completed or open
✏️ Editing Action Items
You can update tasks directly from the Action Items section:
Click into any field (assignee, due date, or type) to edit.
Select the new value from the dropdown or date picker.
Use the circle next to each item to mark it complete or reopen it later.
🔄 Sorting Options in the Action Items View
Use the Sort menu in the top right to organize your list:
Assignee (A–Z)
Assignee (Z–A)
Due Date (Ascending)
Due Date (Descending)
This helps you quickly find what’s upcoming, overdue, or assigned to a specific team member.
📂 Tasks Tab (Full Task List)
The Tasks tab in the left-hand navigation gives you a complete view of all Action Items across meetings, households, and clients.
From here, you can:
View overdue and upcoming tasks
Filter, group, or search tasks by keywords or owner
Click into a task to view or edit full details on the right panel
🧭 Editing a Task in the Tasks Tab
Click any task title to open its details panel.
You can then:
Edit the title or description
Update the assignee from the dropdown
Change the due date or time
Delete the task if it’s no longer needed
Click Save when done
🔍 Filtering and Grouping
Use the Filter and Group By options at the top of the Tasks tab to organize your view.
Filter options:
Created By – View tasks created by a specific user
Status – Show only open or completed tasks
Assignee – Filter tasks by assigned team member
Click Apply Filters to update the view, or Clear Filters to reset.
Group By options:
Time – Groups by due date (e.g., overdue, upcoming)
Assignee – Groups by who’s responsible
Owner – Groups by the client or meeting owner
💡 Tips
Use the search bar in the Tasks tab to find specific items quickly.
For additional questions, please reach out to support@zeplyn.ai.