Viewing and Managing Action Items

You can view and manage action items that were assigned to you and that you assigned to others.

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To view action items:

1.

Go to the home screen (see Viewing Meeting Recordings List on Mobile Client).

2.

On the top bar, tap Action Items; the following screen appears:

3.

Depending on which action items you want to view, tap one of the following tabs:

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My Action Items: Displays action items that were assigned to you.

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Assigned by Me: Displays actions items that you assigned to others.

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All Items: Displays both action items that were assigned to you and that you assigned to others.

4.

To edit an action item, tap the action item; the following appears:

5.

You can perform the following on an action item:

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To edit the action item (subject, assigned person, or due date), tap Edit, and then change as desired.

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To mark the action item as completed, tap Mark as done.

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To add comments to the action item, tap Comments, and then in the text box, type your comment.

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To copy the action item, tap Copy, and then paste the comment, for example, in an email.

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To delete the action item, tap Delete, and then in the confirmation message box, tap Delete.