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Actions

Learn about actions and why they're useful

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Written by Alice
Updated over a week ago

Add and manage actions

The Actions area allows you to view and manage actions for your meetings. You can also add actions from here.

In the context of a meeting, actions are specific tasks or follow-up activities that are assigned to individuals or groups as a result of the discussions and decisions made during the meeting.

Action items typically include the following:

  1. Action title
    A clear and concise statement of the work that needs to be done or the objective that needs to be accomplished.

  2. Assignee
    The individual or team responsible for completing the action item.

  3. Due date
    The deadline or target date by which the action item should be completed.

  4. Linked to
    The meeting to which the action pertains

  5. Description
    What the action is, including additional details, background information, or specific instructions.

  6. Attachments
    Any documentation relating to the action may be added here.

Action items are usually documented and recorded during the meeting, either in the meeting minutes or in a separate action item list or tracker. This ensures that all parties involved are aware of their responsibilities and deadlines, and it helps to maintain accountability and follow-up on the tasks after the meeting.

The purpose of action items is to transform the discussions and decisions made during the meeting into concrete, actionable steps that can be executed and tracked. They help to ensure that the outcomes of the meeting are implemented effectively and that progress is made towards achieving the meeting's goals or objectives.

During subsequent meetings, action items from the previous meeting are typically reviewed, and updates on their status and progress are provided. This helps to maintain continuity and ensure that tasks are completed in a timely manner.

Find out how to:

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