Creating Action Items

Step 1: Open the Meeting

Go to the Completed Meetings tab and select the meeting where you'd like to add an action item.

Step 2: Add an Action Item

Scroll to the bottom of the meeting summary and click + Action Item. Fill in the details and save to add it to the meeting.

Troubleshooting

• Action Item Button Not Visible:
  Make sure you’ve selected a meeting from the Completed Meetings tab. Action items can only be added to completed meetings.

• Changes Not Saving:
  Ensure your internet connection is stable. Try refreshing the page and re-entering the action item.

• Missing Action Items:
  Confirm that the action item was saved successfully. You should see it appear immediately after submitting.

Still having trouble?
Email us at [email protected] with the meeting date and title so we can help.