Edit action

Edit action title

1

Navigate to Actions in the main menu.

2

Click the current title of the action you want to edit.

3

Make your edits and press Enter on your keyboard to save the changes

You can also edit the action title in the same way from the action list on the meeting page and from your personal actions list.

Add or update due date

1

Navigate to Actions in the main menu.

2

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

You can also edit due date in the same way from the action list on the meeting page and from your personal actions list.

Add or update assigned responsible

1

Navigate to Actions in the main menu.

2

To assign or update a responsible user to a action, 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 will receive a notification informing them of the assignment.

You can also edit assigned responsible in the same way from the action list on the meeting page and from your personal actions list.

Add or update description

1

Navigate to Actions in the main menu.

2

To add or update a action description text, hover your mouse over the action and click the Arrow icon to the right of the action item to open the details panel.

3

Click the description text field in the details panel.

4

Make your edits. They are saved automatically.

You can also edit the description in the same way from the action list on the meeting page and from your personal actions list.

Mark action as complete

1

Navigate to Actions in the main menu.

2

Tick the Checkbox for the action you want to set as complete

3

The action will be moved from the Things to do section to the Done section.

You can also mark an action as complete in the same way from the action list on the meeting page and from your personal actions list.

Mark an action as not completed

1

Navigate to Actions in the main menu.

2

Untick the Checkbox for the action you want to set as complete

3

The action will be moved back from the Done section to the Things to do section.

You can also mark an action as not complete in the same way from the action list on the meeting page and from your personal actions list.