Meeting Action Items
Introduction
An action item is a specific task or follow-up assigned to a participant during a meeting, usually with a due date. They ensure accountability and help track progress on key takeaways, ensuring that tasks are completed after the meeting.
With PerformYard Meetings, action items are collaborative meaning both meeting participants can add and assign action items before, during, or after the meeting.
Creating an Action Item
To create an action item, click + Add Action Item.
Type in what needs to be accomplished and then hit the green check mark.
Your action item should now be at the bottom of the action items list.
Assigning an Action Item
Please note: Only the creator of the action item can assign it.
After creating an action item, you have the option to assign it to someone in the meeting workspace and set a due date. Both assignee and due date are optional.
To assign the action item or set a due date, click the unassigned avatar icon.
Choose an assignee using the designated dropdown. Please note, action items can only be assigned to the meeting participants.
Use the calendar picker to select the due date of the action item. Please note, all action items will have a due date of 5pm in the creator’s timezone on the selected due date.
Click Assign to save the assignments.
Editing an Action Item
Please note: Only the creator of the action item can update it.
To edit an action item, click the pencil icon.
Make any changes to what you’d like accomplished and then hit the green check mark.
Your action item should now be updated in the list of action items. If this action item was carried over from a previous meeting, it will remain unedited in that meeting.
If you’d like to discard your changes while editing an action item, click the red x icon.
Editing an Action Item’s Assignments
Please note: Only the creator of the action item can update its assignments.
To edit the assignment or due date of the action item, click the avatar icon. The avatar icon will either display the person it’s assigned to or a gray unassigned user icon, depending on whether the action item has been previously assigned. If an action item was carried over, editing the assignment and due date of an action item will update all instances of that action item.
Update the assignee using the designated dropdown. Additionally, update the due date using the calendar picker. Please note, all action items will have a due date of 5pm in the creator’s timezone on the selected due date.
Click Assign to save the updates.
Marking an Action Item as Complete or Incomplete
Please note: Only the creator of the action item and the person assigned to the action item can mark it as complete or incomplete..
After completing an action item, you can mark it as complete by clicking the corresponding checkbox. This helps inform meeting participants that the task was successfully completed. If this action item was carried over from a previous meeting, it will remain unchecked in that meeting.
If you need to mark a completed action item as incomplete, simply click the checkbox again to reset it.
Deleting an Action Item
Please note: Only the creator of the action item can delete it.
To delete an action item, click the x icon. Please note, this will permanently delete the action item from this meeting. If this action item was carried over from a previous meeting, it will remain in that meeting.
Seeing Action Item Updates
To see any updates to a meeting’s action items during a meeting, refresh the page.