Action Items

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)

Talking Points:

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!

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.

Did this answer your question?