Frequently, team meetings generate new tasks and projects as they are specifically intended to propel work forward. Instead of jotting down these repetitive ideas and tasks on physical or digital notes, action items provide a means to store them directly within the 1-on-1 for immediate retrieval and convenience.

1-on-1 action items are unique to each meeting, and those with visibility into the meeting can view them.

In any 1-on-1 meeting with the same colleagues, the Action items will be carried over regardless of the template or cycle.

You and other attendees can create action items as your meeting agenda progresses.

The tasks will appear in your dashboard to-do list, making it easy for you to incorporate them into your daily plan.

How to add action items and assign them to a team member

You'll see the Assigned Action Items panel in the top-right of the meeting page.

1
Start by clicking the   +   Action Item button, and a popup screen will appear.





2
Provide a brief description of the Action item so it can be referred to in the future.

3
Make a team member responsible for it. You can assign it to multiple members or all the attendees in the meeting.

4
Choose a due date by which this Action must be completed? (Optional)

5
Prioritize your Action Items. Set a priority to the Action item, and you can select from High, Medium, or Low. Adding more Action Items will group them by priority.






Tip:To assign a task to all meeting attendees, check the All attendees box.




Keeping track of Action Items

All attendees and admins will receive a meeting report after the meeting concludes. The meeting report will contain the action items. You and your colleagues can also review all the action items in the Meeting dashboard. The action items assigned to you will be on your task list.

To mark an Action item as completed, click the check box next to the Action Item. The crossed-out text indicates that the action item was completed.