Accessing Action Items in Planner

Action items that you have exported to your Microsoft Planner can only be managed (edited or deleted) through Planner. You can easily access these action items in Planner from Meeting Insights.

Modifying or deleting the action item in Planner is not reflected in Meeting Insights.

To access an action item in Microsoft Planner:
Player page - Web GUI:
a. Open the All Meetings (see Viewing Meeting Recordings List).
b. Click the name of the meeting recording that you want; the Player page appears.
c. Select the Recap tab.
d. Click the ellipsis icon corresponding to the action item, and then from the drop-down menu, choose See in Planner:

Action Items page - Web GUI and Teams:
a. Open the Access Items page, by clicking Action items in the Navigation menu pane.
b. Click the See in Planner icon corresponding to the action item: