Tracking Progress

Monitor action items across all your meetings, mark tasks complete, and keep your task list organized.

Viewing Your Action Items

Access action items from two places:

• Action Items page: All action items across all meetings
• Meeting Next Steps tab: AI-generated action items for a specific meeting

Filtering Options

Marking Tasks Complete

1. Click the checkbox next to any task
2. The task is marked as completed
3. Completed tasks remain visible but appear checked off

Both the creator and assignee can mark a task complete.

Editing Tasks

You can edit:

• Task text: Click to edit the description
• Assignee: Change who's responsible
• Due date: Update the deadline

Edit history is tracked so you can see what changed and when.

Deleting Tasks

To remove an action item:

1. Open the action item
2. Click the delete/trash icon
3. Confirm deletion

Deleted tasks are removed permanently. Consider marking as complete instead if you want to keep a record.

Creating Manual Tasks

From the Action Items page, click "New Task" to create a task manually. This is useful for:

• Tasks AI didn't detect
• Tasks you think of later
• Tasks that came up in chat rather than voice

Understanding Task Sources

Each task shows its source:

• AI: Generated by AI summary
• Manual: Created by a user

This helps you understand how comprehensive the AI detection was for each meeting.

Task Lifecycle

Best Practices

• Review regularly: Check your action items daily or weekly
• Complete promptly: Mark done as soon as you finish
• Clean up: Delete or complete outdated tasks
• Use filters: Focus on "Assigned to me" for your personal queue
• Update due dates: Adjust if priorities change