Add an action item

Create a task from the Action Items page or from a meeting.

You can add a task in two places.

From Action Items

  1. Choose New action item.

  2. Enter a title, up to 200 characters.

  3. Choose the meeting it belongs to. You need at least one captured meeting.

  4. Choose an assignee, or leave it as yourself.

  5. Save.

From a meeting

  1. Open the meeting and find Action Items.

  2. Choose Add action item.

  3. Enter a title and, if you want, details up to 2,000 characters.

  4. Assign it to the host, a participant, or leave it unassigned.

  5. Save.

The new item shows on the meeting and in Action Items.

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