✅Actions

Actions help you keep track of meeting outcomes and next steps.

Assign an action to a team member from a sticky, and the Action will be added to your team dashboard.

Team members will be notified of their assigned, upcoming, and overdue actions by email.

Actions Demo Video

Creating Actions

Actions are created from sticky notes - one action per sticky.

There are two way you can assigns actions on stickies - either by typing @ inside a sticky, or with the “Assign Action” option in a sticky’s toolbar.

Start typing @ and you’ll see a menu appear with various options. Select ‘assign action’ and then follow the prompts:

• Select who to assign the action to

• Select a due date (optional)

And that’s it, your action has now been created. To view, edit or delete your new action item, click on the action status on your sticky note.

From this view you can:

• Change who the action is assigned to

• Update the action status

• Set or edit a due date

• Delete the action

• Navigate to the Action Items dashboard

You can also assign actions to one or multiple sticky notes by using the sticky note toolbar which appears above a sticky when it is selected.

This will lead you through the same steps as if you had created the action via the @ menu. If applying to a selection of sticky notes, the same inputs will be applied to all.

When a team member is assigned an action, they will receive a notification which will redirect them to the Action Items dashboard.

Importing Actions

To bring existing Action Items directly into a board for your next meeting, use the import options in the sidebar.

Imported actions will remain synced to their original source and can be updated across boards via the original sticky note, an imported version or from updates made in the Action Items Dashboard.