Action Items

Action items turn meeting conversations into concrete follow-through. They are created inside a meeting, assigned to a participant, and tracked across sessions until they are completed or dropped. Open items carry forward automatically so nothing gets lost between meetings.

Creating an action item

From the Action Items section on a meeting detail page, click Add Action Item.

Click Save. The action item is immediately visible to all meeting participants.

Assignee must be a participant. Action items can only be assigned to someone who is a participant in the meeting. This keeps accountability tied to people who were in the conversation.

Completing and dropping items

Each action item has two resolution states:

Both actions are available from the action item row via the status menu. Completed and dropped items are preserved in the meeting’s history — they are not deleted.

Carry-over of open items (series only)

When you complete a meeting in a series, all open action items are automatically copied to the next meeting instance:

• The original item on the completed meeting remains as a historical record.
• The copied item on the next meeting shows a “Carried from [date]” label so participants can see its origin.
• Items that were completed or dropped before the meeting was marked complete are not carried over.

This means that at the start of each recurring meeting, participants see a full picture of what was left open from last time — no manual review needed.

Promoting an action item to a task

If an action item is substantial enough to be tracked on the project board, you can promote it to a real Takonaut task.

1. Open the action item and click Promote to Task.
2. Select the project (defaults to the meeting’s linked project, if set). Optionally assign a sprint.
3. Confirm. Takonaut creates a task in the chosen project and links it back to the action item.

After promotion:

• The action item displays a linked task chip with the task’s current status (fetched live from the task system).
• The action item’s own status remains independent — you still mark it complete or drop it manually in the meetings context.
• The created task behaves exactly like any other task: it appears on the board, can have subtasks, and earns XP when completed.

Two-way status sync (automatically closing the action item when the task is done) is planned for a future release.

My Action Items page

My Action Items is an org-scoped page that aggregates every open action item assigned to you across all your meetings in the active organization.

Navigate to it from Meetings > My Action Items in the sidebar.

The page shows:

Use this page to review all your commitments at a glance without opening each meeting individually. Switching your active organization updates the list — action items from other orgs are not shown.

You can complete or drop items directly from this page without navigating to the source meeting.