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Actions

Actions in ClarityLoop help turn meeting discussions into clear, trackable next steps. Actions can be created during or after meetings, assigned to team members, and tracked until completion. This ensures that 1:1 conversations result in meaningful outcomes.

How to create and manage actions​

  1. Capture actions during meetings.

    • Open the 1:1 meeting in 1-1s.
    • Click "Generate Actions" to let the AI assistant identify and extract action items from notes.
    • Or manually add actions by typing them directly into the actions area.

  2. Assign actions.

    • Each action can be assigned to a specific person.
    • Set optional status to track follow-up tasks effectively.

  3. Track ongoing actions.

    • Visit the 1:1s > Actions to view and manage actions.
    • Actions remain visible across meetings, ensuring long-term goals stay on track.

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Where actions come from​

  • Meeting notes: Automatically extracted from 1:1 discussions.
  • Feedback insights: Actions can be linked to growth opportunities or performance patterns.
  • Career pathways: Actions may relate to skill development or level progression.

How ClarityLoop helps with actions​

  • AI extraction: Notes are analyzed for phrases like "follow up," "assign," or "plan" to suggest action items.
  • Cross-meeting tracking: Actions persist between meetings to maintain continuity.
  • Context linking: Actions are associated with relevant notes, feedback, and work items for context.

Example:
"Review customer feedback about onboarding issues." → (Action: Assign Taylor to analyze feedback patterns and propose improvements by next week.)

Best practices​

  • Be specific: Use clear, action-oriented language.
  • Assign owners when possible: Actions without ownership often get overlooked.
  • Follow up regularly: Review the 1:1 dashboard for action status before the next meeting.

FAQs​

Can actions be edited later?
Yes. You can edit, assign, or complete actions from the 1:1s.

Can actions be linked to objectives?
Yes. Actions related to key initiatives can be connected to OKRs for better tracking.

Who can create actions?
Both participants in the meeting can add or assign actions.

How do we know when an action is completed?
Completed actions appear as "COMPLETED" in the actions area. An action could be in one of 4 states: OPEN, IN PROGRESS, COMPLETED and CANCELLED.

Next steps: