Action items are what was agreed in a meeting: who does what, and by when. Every meeting has its own list, and the Action items page in the sidebar brings them all together.
Where they come from
- Found by Notulist: after transcription, Notulist lists what was agreed, who does it and by when. You can turn this off with Find action items automatically under Settings › Meetings.
- On request: in a meeting that hasn’t been searched yet, click Find action items. Search again looks once more.
- Added by you: click Add action item, type what needs to be done, and press Enter.
Reports use the same list. A change you make in a report’s action items is a change to the meeting’s action items, and the other way round.
Owners
An owner can be a person from your library, a speaker of the meeting, or a name Notulist heard that isn’t one of your people yet. For a name like that, choose Add “name” as a person or Link to person. Use Change owners to add or remove owners. Items without an owner are listed under To be assigned.
Deadlines and done
- Set deadline gives an item a date; Remove deadline takes it away. Items show Today or Overdue when it’s time.
- Mark as done ticks an item off; Mark as not done opens it again.
- Play from jumps to the moment in the recording where it was agreed, and Open in the meeting takes you there.
All your action items
The Action items page lists the action items of all your meetings. Filter by Open, Done or All, by My action items or Everyone, by company, by tag, and by deadline: Overdue, Due within a week or No deadline. A person’s page shows their action items too, and a series page those of its meetings. See Meeting series.
On your phone
The iPhone and Android apps show action items as well, and you can mark them done there. On iPhone you can also add an action item to Reminders with Add to Reminders, and tick items off from the Action items widget.
You can also ask about them, for example “Which open action items are there for me?”. See Search and Ask.