You can create action items in three ways:
- Generate action items through AI Power.
When you run AI Power while uploading a file, Vocol.ai detects the content of the file, generates action items, and displays them in the [Media Library] > [AI Power] > [Action Item] window. - Create action items manually.
You can go to [Media Library] > [AI Power] > [Action Item], click on [Create Action Item] at the bottom of the window, and create action items on your own. - Create action items by tagging transcript paragraphs.
In the [Media Library] > [Transcript] window, you can use the mouse to drag and select transcript paragraphs, then click on 'Create Action Item' in the floating menu.
Edit Action Item
- You can double-click on a to-do item or click on 'Expand' in theto edit the task name, assignee, due date, priority, action details, and check off task completion.
- If you want other Vocol.ai users to edit action items in the file, please refer to this article and share the file with them.
- To delete an action item, click on 'Delete' in the. Please note that only the file owner can delete action items in the file.
Task Assignment
You can click , enter the email of the person you want to assign the task to (or their name if the file has been shared), and the assigned person will receive an email notification.
Please note that you must share the file with the user to assign a task. You can choose to share the file before assigning the task or allow the system to share the file when assigning the task.
Task Reminders
You can set a due date and time, as well as task reminders, for each action item. Expand [Action Items], click [Select Due Date] to choose the date and time, and enable [Remind assignee] below. Vocol.ai will then send an email reminder to all participants at the specified due time.
Tips💡
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