Manage action items from meetings
Review and update action items assigned from recent meetings, including status and due dates.
This guide is designed for project manager.
Steps
Step 1: Open the Action Items widget
On the dashboard, locate the Action Items widget showing a list of to-dos from recent meetings, including who each item is assigned to and when it is due.
Step 2: Review your current action items
Scan the list to see each action item’s description, the meeting it came from, the meeting date, the assignee, and the due date; overdue items are clearly highlighted so you can prioritise them.
Step 3: Filter or scan by status and urgency
Use the status chips, icons, or visual indicators to quickly distinguish between open, in-progress, completed, and overdue items so you can focus on what needs attention now.
Step 4: Update an action item’s status
Select an action item and use the available status control (for example, a button or dropdown) to change it from open to in progress or completed, immediately reflecting the new state in the list.
Step 5: Refresh to see the latest updates
Click the refresh control in the widget header to reload the list and ensure you are viewing the latest action items and statuses from the underlying meeting data.
Last updated: 2026-09-03