Actions

Actions help you capture and follow up on tasks, either from meetings or directly in the workspace. You can assign them to a user, set a due date, and track progress until completion.

Understand Actions

Actions in Hippoly help you stay on top of tasks and follow-ups, whether they’re shared with your team or just for you.

All workspace users can create, update, and delete actions, making it easy to collaborate and take ownership of what needs to get done. Each action includes a title, and can also have an optional description, due date, and assigned responsible user.

You can also create private actions, ideal for personal to-dos, which are only visible to you.

Each workspace has its own action list, giving everyone a clear overview of shared responsibilities. As a user, you also have a personal action list that brings together:

  • All actions assigned to you across your workspaces

  • Your private actions

Actions can be created during meetings to quickly capture next steps. There's no need for linking, they’ll automatically appear in the workspace’s action list.

To keep things moving, Hippoly sends automatic notifications to the assigned user when an action is about to be due, and again when it becomes overdue.

Actions FAQ

Can I attach files to an action?

Answer: No, at the moment, there is no support for attaching files directly to an action.

Can I assign multiple users as responsible for an action?

Answer: No, in Hippoly you can only assign one user as responsible for an action.

This helps ensure clear ownership and accountability, so it’s always clear who’s expected to follow up.

If the task involves several people, you can mention others in the description or create separate actions for each person.

Can I create private actions only available to me?

Answer: Yes. You can create Private Actions that are only visible to you. These are useful for personal reminders or tasks you don’t need to share with your team.