How to Turn Meeting Action Items into Tasks
Every processed meeting lists Action items: concrete next steps the AI found in the conversation, with a short description and who should do it.
Add an action item as a task
- Open the meeting.
- Go to Action items.
- Select Add task next to the item you want to track.
The task appears in Tasks, so you can set a due date, assign it, and mark it done.
Tips
- Review the suggestions. Only add items you actually agreed to.
- Edit the task title if you want it clearer for your team.
- Link tasks to the contact so follow-ups stay in their history.