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Action Item Management

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