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My action items

The My action items dashboard provides you a view of all open action items assigned to you – across all the meetings you attend.

The page is accessed from the My action items icon in the vertical menu on the left.

By default the Due (including overdue) items are displayed. Filters allow you to choose to view your action items based on their due date using the Due or Upcoming lists, or by the categories that the associated meetings are in.

When action items are completed in this view, they are automatically removed from view, however they will still be accessible via the original meeting where the action item was created, or the related meeting.

Each action item has a link outexternal link icon which is a link to the topic where the action item was discussed – to give full context to the action item making it easier to remember why you had that action item assigned!

My action items

A

Due action items - shows all the overdue action items or has no due date that are assigned to you.

B

Grouped by categories - Shows the action items that are grouped by meeting.

C

Action items assigned to you indicating the topic or meeting name where and when the action item was created. Click on the action item title to rename it.

D

Go to the meeting where the action item was created.

E

Add/edit/delete comments.

F

Assignee. You can change the assignee, and if you do the action item will be immediately removed from this view.

G

Action menu used to delete or link the action item to another meeting.

Tip: Categories will only display if you have an open action item, in a meeting, in that category


Add comments


Each action item can have comments added to it, to keep a running commentary of any future discussions, or for someone to indicate when they have completed the task.

Comment

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  1. My action items
    1. Add comments