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Meeting Action Items

Create tasks directly from meeting notes.

Creating Action Items​

  1. Open a calendar event
  2. Go to the Notes tab
  3. Type /task followed by the task title
  4. Press Enter

The task is created and linked to the meeting.

From a Recorded Meeting​

After a meeting is recorded and transcribed, its Summary tab lists the action items Cadeo found:

  • Add turns one into a task; Add all turns every one not yet added into tasks at once
  • Each task goes to the meeting's Area (when its calendar is mapped to one), otherwise your Inbox
  • Every task links back to the meeting — open the task and click Meeting to return
  • The snackbar's Undo takes back what you just added; Show opens where they went

Action Items Section​

When you create tasks from a meeting:

  • An Action Items section appears at the bottom of meeting notes
  • All linked tasks are listed there
  • You can check them off as you complete them

Meeting Badge​

Tasks created from meetings show a Meeting badge:

  • The badge is Cadeo blue
  • Click it to navigate back to the source meeting
  • Helps you remember context

Where Action Items Appear​

Meeting tasks appear in:

  • Your Inbox (for processing)
  • The Action Items section of the meeting
  • Today/Week views when scheduled

Best Practices​

  • Create action items during the meeting
  • Assign clear owners if working with a team
  • Schedule items immediately for accountability