When conducting 1:1s, there are often follow-up tasks that come about as a result of the meeting. The action items section allows users to keep track of these tasks within the 1:1 without leaving Lattice.
This article contains the following topics:
Navigate to 1:1 action items
Action items can be managed in the 1:1 agenda above the shared notes section.
Action items assigned to you can also be found within the 1:1 tab in your Lattice toolkit.
To view your action items navigate to People > Your profile > 1:1s > My action items.
Add an action item
To add an action item:
Step 1: Navigate to Action items within the 1:1 agenda.
Step 2: Select + Add action item and add your action.
Step 3 (optional): Schedule a due date by selecting the calendar icon.
Note: Due dates are "soft" deadlines. The 1:1 reminders will include assigned action items and their respective due dates.
Step 4: Select Add.
Assign an action item
When adding action items, they will default to be assigned to the creator. You can tell who is assigned the action item by viewing the avatar to the right.
To reassign the action item, click on the avatar, and it will be assigned to the other person included in the 1:1.
Complete an action item
As with talking points, once an action item is completed you can check them off using the box to the left of the task. Action items will carry over from meeting to meeting until they are checked off as complete.
You can complete an action item from the 1:1 agenda or within the 1:1 tab in your Lattice toolkit.
Disable action items
If you don't intend to use action items, you can turn them off. Note, action items need to be disabled on an individual basis.
To turn off action items:
Step 1: Within the 1:1 agenda, navigate to Action items.
Step 2: Select the ellipsis (...) > Turn off action items.