An effective meeting is the one that ends up with clear and concise action items on attendees. Here's how you can keep track of all your meetings actions on adam.ai.
How to create new actions?
There are three ways where you can create new actions:
First: You can add actions during a meeting from the actions tile in your meeting room.
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 new action.
Note: if you are the meetplace owner, you will find another extra option 'Add member' in this dropdown list. This view is strictly for regular members.
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 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 it's assignee, severity, due date, related project, and meeting.
Your actions have different views; “My Actions” views all actions assigned to you, “Completed” for all actions assigned to you and marked as done, and “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 from your computer, google drive or dropbox, directly share and link your actions to your projects on Asana or boards on Trello.
Select complete to mark your action as completed.
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.