An effective meeting is one that ends up with clear and concise action items for attendees. Here's how to create and keep track of all your meeting's actions on adam.ai.
How to create new actions?
There are many ways where you can create new actions:
First: You can add actions during a meeting from the actions tile in your meeting room. Assign actions on meeting attendees, add action description, due date, and severity.
Note: You can add action either in public or private mode.
Second: You can add actions outside the meeting from actions, then click on the create action button.
Note: Only public actions taken in meetings will appear in the project's dashboard, either in the project's insights or timeline.
Third: You can also directly create new action from anywhere on the app by clicking on the quick add (+) icon, and then action.
Start adding your action title, assignee, due date, severity as high, medium, or low, and choose which project this action belongs to.
How to view and search for actions?
Head to actions, on the left side, you can view all actions that have been assigned to you during meetings. Each action item has its assignee, severity, due date, related project, and meeting.
Your actions have different views;
- “Active” views all actions assigned to you,
- “Completed” views all actions assigned to you and marked as done,
- “All” views all actions assigned to all team members who were invited to the same meeting.
Search any action by title, project, meeting, due date, severity (high/medium/low), assignee, creator, and status (active/completed).
Sort actions by creation, due date, ascending or descending.
How to edit actions?
Select an action item to display its details, start adding action notes, comments, break down your action into checklists, attach files relevant to this action either directly from your computer, or through connecting to other file-sharing tools as google drive or dropbox.
Select complete to mark your action as completed.
How to sync actions with other project management tools?
How to export actions?
You can always export your action items to an excel sheet through the export icon on the top right of your actions page.