What: An item that requires a follow-up action, like takeaways, tasks, and todos.
When/Why: Clearly note what needs to be done and the actions required following a meeting (or on a personal todo list), and assignable to a person. Incomplete action items can be carried forward to the next meeting.
How: The easiest way to add an action item is to use the keyboard shortcut . Other ways to add them are discussed here.
**(As a pro user, you can add due dates to action items by clicking on the clock icon)
What: An agenda item that needs to be discussed.
When/Why: Able to check off what has been discussed and what has not. Can be assigned to a person. Can carry forward any incomplete talking points to the next meeting.
How: The easiest way to add in a talking point is to use the keyboard shortcut (). There are a few other ways that are described in detail here.
**(Unable to add a due date on a talking point)
What: A non-dynamic note to add more information.
When/Why: Bullet points can be indented for sub-points and are typically used when the item does not need to be checked-off/carried forward. Usually for more follow-up information about what has been discussed.
How: Press the tab key to indent, and keep on indenting to get sub-bullet points.
And don't forget Private Notes!
Located on the far right hand side of the note. These are only visible to you and can be hidden by pressing the eye icon. Allows for rich-text formatting like adding bullet, bolding, italicizing but does not support talking points or action items.