Very often, additional tasks and projects are created following team meetings. These action items are a key part of meetings, and it’s why we created the action items functionality in our Meetings product.
As you and your team move through your meeting agenda, you can create and assign action items to individuals or the whole team. These tasks will then show up in the My Check-in screen’s recent activity to ensure they aren’t missed.
Here’s how it works.
Action items can be added after you start a meeting session. Once you’ve started your meeting, you and your teammates will be able to add and assign action items to each other while discussing any of your topics.
To add an action item, you just need to:
Tip: If instead of assigning an action item to an individual you want to assign it to everyone attending the meeting you can select All attendees from the dropdown menu when assigning the task.
After your meeting ends, action items will be included in the meeting notes that Range automatically sends out to the whole team. Additionally, you and your teammates will be able to review all of your assigned action items on both the Meetings screen under ‘Action Items’ on the right and on the My Check-in screen where you compose your Check-ins each day.
When you’re ready to work on an action item assigned to you during a meeting, add it to your plan from the suggestions in your recent activity. If you don’t see a particular action item there, you can pull up all your open action items by clicking on the Meetings icon.
Once you’ve added an action item to your plan, when you then click to mark it as complete, Range will automatically update the task to show as completed in the meeting during which it was assigned.Create a meeting in Range