Sending Action Items to Planner

You can send an action item from Meeting Insights to Planner and then use Planner to manage the action item instead of Meeting Insights. Once exported, all subsequent management of that action item (editing and deleting) can only be done through Planner.

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To export an action item to Microsoft Planner:

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Player page:

a.

In the Navigation pane, click  All Meetings.

b.

Click the name of the meeting recording that you want; the Player page appears.

c.

Select the Recap tab, and then click Action Items.

d.

Click the ellipsis icon corresponding to the action item, and then from the drop-down menu, choose Send to Planner:

The following dialog box appears:

e.

From the 'Plan' drop-down list, select a plan.

f.

From the 'Bucket' drop-down list, select a bucket.

g.

Click Send To Planner; the action item is added to Planner and the icon is now displayed with a lock .

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Action Items page:

a.

In the Navigation pane, click  Action items.

b.

Click the icon corresponding to the action item:

c.

Follow the instructions from Step e above for the Player page.