Integration with Zoho for Action Items

Meeting Insights offers seamless integration with your Zoho Projects for managing action items. Instead of managing them within Meeting Insights, you can send action items directly to Zoho for continued tracking and updates.

When sending an action item to Zoho, you need to select the Zoho Project and the Task List within the Project where the action item should be added. You can choose to send a specific action item to Zoho, or send all action items from the meeting recording to Zoho.

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To send an action item to Zoho:

1.

In the Navigation pane, click  All Meetings.

2.

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

3.

Select the Recap tab, and then click Action Items.

4.

To send all the action items to Zoho, click the Send to Zoho icon located to the right of the "Action Items" title. To send a specific action item to Zoho, click the icon corresponding to the specific action item:

You're redirected to the Zoho website for signing in to your Zoho account:

5.

Sign in to your Zoho account with your Zoho account credentials; you're prompted to approve Meeting Insights access to certain information in your Zoho account:

6.

Click Accept to consent; the following dialog box appears:

7.

Define where in Zoho you want to send the action item:

a.

From the 'Project' drop-down list, select the Project in your Zoho account that contains the Task List where you want to send the action item.

b.

From the 'Task List' drop-down list, select the Task List of the selected Project.

8.

Click Send to Zoho; the action item is sent to Zoho. The action item in Meeting Insights now displays the Zoho icon with a tick mark .

In addition to using the Player page to send action items to Zoho (as described above), you can use the Action Items page:

1.

In the Navigation pane, click  Action items.

2.

Click the icon corresponding to the action item:

3.

Follow the instructions above for sending action items on the Player page.