Action items

Specific commitments that come out of a meeting: what needs doing, who does it and by when.

A meeting’s action items are what someone commits to doing afterwards. A well-written action answers three questions: what is done, who does it and by when. “Review the contract” isn’t an action; “Marta sends the revised contract on Thursday 14th” is.

The usual problem isn’t agreeing them, it’s losing them: nobody writes them down, they’re written without an owner or nobody looks at them again at the next meeting.

Echo pulls actions out of the conversation with their owner and the date mentioned (“on Friday”, “next week”), adds them to the Tasks page and links to the minute they were said. You can assign them to people on your team, who get notified, and send them to Asana, Jira, Trello or HubSpot.

And when an open task comes up again in a later meeting, Echo records it as a follow-up. We explain it in following up meeting actions and on the minutes and tasks page.

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