Create action

Create action from action list

1

Navigate to Actions in the main menu.

2

Click the New action button and enter a title for action.

3

Click the Add button or hit Enter on your keyboard to save the action.

4

To set a due date for the action (optional), hover your mouse over the action and click the Calendar icon to the right of the title, then select a date.

5

To assign a responsible user to the action (optional), hover your mouse over the action and click the User icon to the right of the title, then select a user.

When a user is assigned an action, they receive a notification informing them of the assignment. If the action has a due date, the assigned user also receives a notification on the day it becomes due.

6

To add optional descriptive text, hover over the action and click the Arrow icon on the right to open the Details panel. Enter any additional information in the Description field.

Create action from meeting

1

Open the Actions panel by clicking  Actions in the right-hand sidebar on the meeting page.

2

Enter an action title and click the Add button or hit Enter on your keyboard to save the action.

3

Hover your mouse over an action to assign a user, set a due date, or open the action’s details panel.