Check out this video for a full overview!

The action item page (the checkbox icon the navigation panel) gives you an overview of the things on your plate.

The Basics

Action items from your private (and shared) streams, 1-on-1s, and meetings are compiled in the inbox bucket. For context, you'll see what note each action item came from.

The section is divided broadly into different time categories - Today, Upcoming, Inbox, Later, Completed & Won't Do.

What You Can Do

Organize Your Action Items

You'll be able to organize your action items into what needs to be done today, upcoming, later, and won't do by simply dragging the action items between sections.

Copy To Another Note

As you go through the list of outstanding action items, you may want to move items over to your Daily Planner or maybe a Group Project todo-list.

To do this, select the “Copy To…” option from the three dots drop down and select the place where you want it to go.

By linking the item, if the item gets checked off once - it will be checked off in all locations.

Search for Keywords/Meetings

In the top right hand corner, there is a search bar. Here you can enter any keywords or the name of the meeting to quickly find the action item that you are looking for.

Move/Edit/Mark

By clicking on the three vertical dots at the far end of the line, you will see more options including moving the item, editing the item, and copying.

Create Action Items

If there is something missing, you can create an action item right in the section.

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