Action Items
Track tasks and follow-ups from your meetings. AI automatically extracts action items, and you can assign them to team members with due dates.
Three Ways to Create Action Items
AI-Generated
When you generate an AI summary, action items are automatically extracted from the conversation. Review and save the ones you need.
Learn more →Manually Created
Create tasks from the Action Items page using the New Task button. Good for tasks that AI might have missed.
Learn more →Personal Tasks
Click "New Task" on the Action Items page to create standalone tasks not tied to any meeting.
Learn more →The Action Items Page
Access all your action items from the Action Items page in the sidebar. This gives you a unified view across all meetings.
View Filters
Filter action items by:
- All: Every action item you have access to
- Assigned to me: Tasks assigned TO you (even if created by others)
- Created by me: Tasks you created
Who Can See Action Items?
Action items have intelligent access control. You can see an action item if:
- You created it: Items from meetings you own
- You're assigned: Items assigned to your email address
- You were a participant: Items from meetings where your email appears as a participant
- You have organization access: Items from meetings you can access based on your organization permission profile
Organization Action Items
Based on your permission profile in an organization, you may have access to action items from team meetings. Managers can see action items from their team members' meetings, enabling team-wide visibility and accountability.
Action Item Properties
| Property | Description |
|---|---|
| Task text | Description of what needs to be done |
| Assignee | Person responsible for the task (optional) |
| Due date | When the task should be completed (optional) |
| Completed | Checkbox to mark the task as done |
| Source | Whether AI-generated or manually created |
| Meeting | Link to the source meeting, or "Personal Task" badge if standalone |
Key Workflows
AI-Generated Tasks
How AI extracts action items and how to review them
Assigning Tasks
Assign tasks to team members and set due dates
Tracking Progress
Monitor completion and manage your task list
Best Practices
- Review AI suggestions: AI is good but not perfect - review before saving
- Assign clearly: Each task should have one owner
- Set due dates: Tasks without deadlines tend to slip
- Use descriptive text: "Follow up with client" → "Send proposal to Acme Corp"
- Mark complete promptly: Keep your list accurate