Go to main content

Agreements made in meetings get real with action items

Create clarity about who owns what by capturing action items in the moment. Work together to make sure each task is clear and assigned an owner and due date during the meeting, before the ideas have a chance to get fuzzy or lost.

After the meeting, action items appear at the top of the distributed meeting notes, ensuring everyone sees commitments even if they couldn’t attend. Leaders can review all action items for a team or project in one place, providing the visibility needed to manage and correct course. With commitments this clear, you’ll never need to guess what happened in a meeting and what to expect from the team next!

What Lucid does for you

  • Provides a way to capture action items during the meeting and in meeting rooms
  • Provides reports on open action items
  • Rolls-up each person's action items from across all meetings where they can be managed in one place
  • Sends reminder links about open action items for review before meetings
  • Automates review of new and past action items during meetings with Smart Lists
  • Synchs action items with many popular task tracking and project management applications
  • Provides a meeting follow up email template with links directly to the recipient's action items

It’s been amazing how Lucid lets us move from lecture - ‘meetings should be run...’ to modeling - 'this is how we run effective meetings'.

As the hands on the keyboard, we do the driving so our clients can – at least initially – focusing exclusively on the conversation and outcome. Our goal is to deliver unparalleled support, and Lucid helps us do just that.

One of the things we love most is how easy Lucid Meetings was to integrate into our current practice. While many of our clients already have existing project management tools or enterprise systems they would like us to use, very few (if any) have formalized how they run meetings.

This allows us to begin an engagement on strong footing, and provide a high level of transparency and clear expectations with client teams starting on day one.

Toby Lucich
CEO, Return Leverage