Whether you're collaborating with colleagues, managing teams, or simply engaging in a 1 to 1 chat, Conversations with Action Items promises to be a game-changer while bridging the gap between dialogue and action.
In this article, we will explore how this innovative feature can elevate your conversational experiences to new heights, ushering in a new era of productivity and achievement.
What is an Action Item
Action Items are designed to be a tool for managers and their employees to organize and clarify tasks that either of them are expected to complete. They follow a classic “task-list” format where each task is described using a title and description. The task is then assigned to an owner who is responsible for completing the task. The action item has a status (denoted by the check-box) that can either be complete or incomplete and can optionally have a deadline date, by which the action item is expected to be completed.
How to Create an Action Item
Action Items can be created from three different spaces where they are displayed, but depending on the space there can be some restrictions.
"For You" page
As a User, you can view all the Action Items assigned from the For You page
Users are able to add Action Items, Complete Action Items that are deemed, and see all their previously Completed Action Items.
Manager Group Overview:
Managers can see and create their own Action Items and also Action Items created by their specific employees from this section.
Conversations:
Action items related to the employee will also appear in the 1 to 1 conversations between the manager and the employee.
Only the creator of an Action Item can update it, whether that’s updating who is assigned, or changing the completion state of the action item.
Managers can create and assign Action Items to the employee or themselves, but all Action Items created by the employee are assigned to the employee. Employees cannot assign action items to their managers.
Action Items created in Conversations are first applied when the Conversation has been marked as ended. Additionally, once the Conversation has been ended, no further Action Items can be added.