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Action Items

Agreements made in meetings get real with action items

Screenshot: All action items in a meeting room Mobile screenshot: All action items in a meeting room

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

Once we named it, we saw it everywhere. Building agendas, coordinating meeting logistics, and chasing people for deliverables isn’t sexy, and its not always fun. But it’s a non-negotiable aspect to running and managing successful teams and projects.

And while excellence in the most foundational corporate tasks doesn’t ensure success, the absence of it often prevents it. This work doesn’t require an MBA, but you also can’t simply task your Admin Assistant and expect excellent results.

Toby Lucich
CEO, Return Leverage