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Actions

Actions make your 1-1 commitments visible and trackable between meetings.

Create actions from real conversation​

You can create actions by:

  • adding manually in meeting context
  • converting agenda items into actions
  • generating AI-suggested actions from notes + agenda context (with review before apply)

Every action carries summary, assignee, and status: Open, In Progress, Completed, Cancelled.

Actions Assigned

Use the Kanban board for flow​

In Meeting Actions, you can switch to a Kanban board view to see work by status and move follow-through forward visually. You can also switch to list view, filter by status or My actions, and group by status or assignee.

Keep continuity across recurring 1-1s​

Use All actions (past + future) in recurring series to track momentum across meetings, not just one occurrence. This keeps coaching grounded in actual progress.

A practical action rhythm​

  1. End each meeting with owned actions.
  2. Keep actions specific and observable.
  3. Review open/in-progress actions before adding more.
  4. Use movement across statuses as a coaching signal.

Next steps​