Action Item Tab

A compilation of all the action items from a particular meeting series (meetings, private, shared)

Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

In addition to the action item section, there is a meeting series-specific action item tab. This pulls out the action items for past and current notes, making it easy to review what has been done, and what still needs to be done.

Once enabled, you will be able to get an overview of the action items that originated during that meeting. The number beside the Action items tab indicates the number of incomplete action items.

When you click into the tab, you also have the option to sort your action items by a variety of characteristics: Note (the note where the action item was created), Assignee (who has been assigned the task), Due Date (when it is due), and Status (complete, incomplete, won't do)

Depending on how you choose to sort your action item, you'll see different views. The default is Status, which means that you can quickly see what the incomplete action items are from previous meetings (similar to the carry forward function).

How to add the action items tab to a meeting series.

Visit the meeting series where you would like to add the action items tab

  1. Underneath the title of the meeting series, you will any bookmarks/tabs that have already been set-up. Click on the plus button (+), then toggle on Action items.

  2. OR click on the three dots in the upper right-hand corner of the series (beside the Share button) --> settings --> Tabs and bookmarks. Then click Add, and toggle on Action items.

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