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1. Access 1-on-1 Module
Click on the 1-on-1 module present on your homepage to access the 1-on-1 section in the platform
2. Open any 1-on-1 Meeting
After clicking on the 1-on-1 module, a list of 1-on-1s will be displayed. Select any 1-on-1 session where you want to add action items
3. Add Action Items in 1-on-1
After opening a 1-on-1 meeting, you will see a section named Action Items. Under this section, you can add all your action items for the 1-on-1 meeting. To add an action item: Place the cursor or click on the first field under Action Items next to the square box. Then type the text you want to add as an action item
4. Add Another Action Item
To add another action item, press Enter. A new square box will appear after the first action tem that you have created, where you can type and add the next action item
5. Assign Action Items to Participants
After creating the action items, you need to assign them to the appropriate meeting participants. This helps clarify who is responsible for completing each action item. To assign an action item, click the dropdown icon next to the action item name
6. Selecting a Participant for the Action Item
After clicking the dropdown icon, you will see the names of the meeting participants who are part of the 1-on-1 meeting. In this example, the participants are Samanth Kumar and Rithvik Harikumar. Select the participant to whom you want to assign the action item. For instance, click Samanth Kumar to assign the action item to Samanth, or select Rithvik Harikumar to assign it to Rithvik
7. Convert Talking Points into Action Items
You have the option to convert talking points into action items. To do this, place your cursor at the end of the talking point you want to convert, or click at the end of the talking point
8. Convert Talking Points into Action Items
After placing the cursor at the end of the talking point, click the Action Item icon at the top. Once you click the icon, the selected talking point will be converted into an action item. The talking point icon will also change to a square box, indicating that it is now an action item
9. Mark Action Items as Completed
If you have completed an action item, you can mark it as completed by clicking the checkbox next to the action item you added. Once checked, a strike-through will appear on the action item text, indicating that it has been completed
10. Setting Reminders for Action Items
You can set reminders for action items assigned to you or ones you create for yourself. This ensures you don’t miss any important tasks. To set a reminder, click the dropdown icon next to your name, located beside the action item
11. Setting a Date and Time for Action Item Reminders
After clicking the dropdown icon next to your name, select the Set Reminder option. When you hover over it, various date and time options will appear on the right. You can choose any options like Later Today, Tomorrow, or 1 Week late, or select a custom date and time that works best for you to set the reminder for your action item
12. Click Set Button to Save Reminder
If you are choosing a date from the calendar and then setting a specific time, you must click the Set button to confirm and save the reminder. This step is only required when setting reminders via the calendar
13. View Scheduled Reminders
After setting a reminder, a bell icon will appear next to your name under the action item. When you hover over the bell icon, it will display the date and time on which the reminder is scheduled
14. Action Item Reminder Email Format
The action item reminder will be sent to your email and will appear in this format as shown in this image
15. Adding Action Items Directly in the Platform
If you don’t want an action item to be added within a 1-on-1 meeting, you can add it directly in the 1-on-1 module. In the 1-on-1 module section, at the right side of the screen, click the Plus icon present near the Action Items option to add a new item. Any action item you add this way will be assigned only to you and not to any other participant
16. Add New Action Item
After clicking the Plus icon near action item, a text box will appear where you can type your action item. Once you have entered the action item, press Enter to add it to the platform. This action item will be assigned only to you
17. View Action Items Added
All action items that you create directly in the platform (without linking them to a 1-on-1 meeting) will appear under the Action Items section, as shown in the image. They will not be tied to any specific 1-on-1 meeting and are visible only in the Action Items list in 1-on-1 module section
18. Setting Reminders from the Action Items List
You can also set reminders for action items from the Action Items list. To do this, hover over the action item, and you will see a three-dot options menu on the right side of the action item that you have created. Click on three dots to Set Reminder for action items
19. Set Reminders
After clicking the three-dot menu and select Set Reminder option and then choose the date and time for the reminder. You can refer to the above steps, as the process is the same as setting reminders inside a 1-on-1
20. Marking an Action Item as Completed
If an action item is completed, you can mark it as done by selecting the checkbox next to the action item name. This helps track which tasks have been finished
21. View Completed Action Items
Once an action item is marked as completed, it will appear under the Completed section. You can click on Completed to view all the action items you have finished
