Action items and schedule
The action items pulled from SI Minutes (who does what, and by when) only count once you confirm and save them. After confirming, you can add them to your schedule in LATU in one tap and see them anytime in the Miss S workbench on the home screen.
Confirm a recording's action items
Confirm action items and schedule them
Step 1 of 10 · “Action items 4” at the bottom right holds the items SI drafted from this analysis; the orange dot means they’re unconfirmed. Tap it.
The demo plays automatically. You can also tap the glowing spot on the phone, pick a step above, or use the left and right arrow keys.
- Open the recording details and tap “Action items N” in the bottom-right corner (N is the number of open items; an orange dot appears when there's something new to confirm).
- At the top, you'll see “Drafted by SI from this analysis. Edit before confirming.” Each action item shows its owner, due date, and priority.
- Tap an item to open “Edit action item”, where you can change:
- Item: What needs to be done (up to 500 characters).
- Owner: Type a name, or tap one of the speakers below to fill it in.
- Due date: Tap to pick a date. The gray text below, such as “From the analysis: by next Wednesday”, is what was actually said in the meeting, so you can check it.
- Priority: None, High, Medium, or Low.
- If you don't need an item, tap “Delete this item”. You can also swipe left on it in the list to delete it.
- To add something, tap “Add item”.
- Once you've checked everything, tap “Confirm and save”. You'll see “Action items saved”.
Edits you make before confirming stay only on your phone and are saved together when you tap “Confirm and save”. After you confirm, every change is saved right away.
If the minutes are re-analyzed, the top of the action items page shows “The analysis was updated. Reorganize action items?”. Tap “Reorganize” to replace the open SI items with ones from the new analysis. Completed items and items you added yourself are kept.
Add to your schedule
After you confirm, the main button on the action items page changes to “Add to schedule”:
- Tap “Add to schedule” to list the confirmed action items that aren't done yet and haven't been added to the schedule.
- Items with a due date are checked by default, using the due date as the date and “All day” as the time. Tap the date or time to change it; you can also set the time to a specific time slot.
- Items without a due date show a red “Confirm the date” box. Once you pick a date, the item is checked automatically.
- Tap “Add to schedule · N selected”. You'll see “Added N items to the schedule”.
Your schedule stays in LATU and isn't written to your phone's system calendar.
All action items
Tap “Action items” on the right half of the Miss S workbench on the home screen to open “All action items”, which lists the action items from each recording, grouped by recording:
- At the top, you can choose “This week / Last 30 days / All”, and “Open only”.
- Groups marked with a purple “SI draft · to confirm” are drafts that haven't been confirmed yet:
- Tap “Organize” to go to that recording's action items page, edit the items one by one, and then confirm them;
- Or tap “Confirm all” to save the whole group at once (if any item has no due date, you'll be reminded first).
- In groups marked “Confirmed”, you can check off items as done, tap a row to edit it, or tap the calendar icon to add it to the schedule or change its schedule.
Miss S can make mistakes too
Action items are pulled from the minutes by Miss S, so the owners and dates aren't always right. We recommend checking them before you confirm.
Schedule view
Tap “Schedule” on the left half of the Miss S workbench on the home screen to open the schedule view:
- At the top is a calendar that shows only the current week by default. Tap the arrow below it to expand the whole month. Days with something scheduled have a dot underneath.
- Tap a day to list its schedule below (all day or a specific time slot), along with the recording each item came from.
- Tap a scheduled item to change its date and time, choose “Remove from schedule”, or tap “Open recording” to go back to that recording's action items.
- “Show completed” in the top-right corner toggles whether completed items are shown.
Want Miss S to plan it for you? Tap “Plan my schedule” in the workbench on the home screen. Miss S looks at your recent action items and schedule and suggests a plan for this week.
