We recently released the ability to more easily keep track of your action items, and now we’ve made it even easier with three new features.
1 – Email Notification When Assigned Action Item
When you are assigned an action item in a meeting, you will get an email notification. The email contains not only the details of the action item, but also helpful links to Instant Agenda for the action item, the meeting, and your notification preferences.
2 – Email Notifications When Action Item Almost Due
You will also get an email notification 3 days (by default) before an action item is due. You can change how far in advance you will receive these notifications in your notification preferences.
3 – Tracking in External Tools
Many external tools like Trello let you create action items by sending an email to a secret email address linked to your Trello board.
We have added a notification preference so that you can set additional email addresses to notify when an action item is assigned to you. This means that if you use an external service like Trello you can add your Trello board’s secret email address here and whenever you have an action item assigned to you, Instant Agenda will email your account email address as well as this additional Trello board email address – which will automagically create a card in your Trello board!
For a more detailed look at how to set this up, as well as a list of other external tools that support creation of action items via a secret email address, please see our support document.
Thanks for your continued usage and support. If you have any questions or suggestions, please feel free to use the feedback button in the app. Also, we’re always happy to hear from you directly — just schedule a 15-minute call with us using this link: https://calendly.com/instant-agenda/product-feedback