Adding Action Items Manually

You can add action items per meeting recording.

In addition to manually adding action items, you can use AI to generate suggested action items, as described in Generating AI-Powered Suggested Action Items.

➢ To add an action item:
1. In the Navigation pane, click  All Meetings, and then click the name of the meeting recording that you want; the Player page appears.
2. Select the Recap tab, and then click Action items.
3. Click the New button, and then in the text box, type the task that needs to be done:

4. If you want to assign the task to someone, click   Assign to, and then from the drop-down list, choose the listed participant (or click Add user to choose a non-participant, and then click Assign).
5. If you want to assign the task a due date, click   , and then select the date from the displayed calendar.
6. Click Add Action Item.