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

1. Open the meeting.
2. Go to Action items.
3. 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.