Creating and assigning action items

As you walk through agenda topics, you may decide there’s an opportunity to follow up or take action. Perform lets you create and assign action items right within a workspace, ensuring nothing falls through the cracks.

How to create and assign action items

1. Log in to Perform.
2. Select the relevant workspace.
3. Scroll down to the section titled Action Items.
4. Click “Add Item.”

5. Type in the action you’d like completed.

6. Modify the due date for this item (if needed).
7. Modify the owner of this item (if needed). 

Note: By default, Perform assigns a due date 7 days out from the creation of the item, and assigns the item to the person creating it. You can modify the due date and owner at any time (as shown in the following screens).

Converting agenda topics into action items

You don’t need to create action items from scratch. If you have an existing agenda topic that requires a follow-up action, simply convert that topic into an action item.

From the relevant workspace:

1. Find the agenda topic you’d like to convert.

2. Click the ellipsis icon on the right-hand side.

3. Select “Convert to action item.”
4. You’ll be brought to the Action Items section of the workspace. Your agenda topic will automatically be converted into an action item.

5. Modify the task name, due date, and owner as needed.

FAQs

Is it possible to move or copy an action item to a different workspace?

Yes. To do so:

1. Click the “more options” button next to the action item you’d like to move/copy.



2. Select “Move/copy to another workspace.”



3. Select the intended workspace from the dropdown options.



4. (Optional) Click “Make a copy” if you’d like to copy the item, rather than move it.

5. (Optional) Add additional workspaces to copy the item to multiple places at once.

6. Confirm by clicking “Submit.”



The action item will be moved/copied to the selected workspace.

Note: A copied action item isn’t linked to the original. If you change the details, due date, or owner of the copied item, the original won’t be impacted (and vice versa).

Additional support

• What are workspaces?
• Commenting on discussion topics and action items
• Completing or revisiting topics