Skip to content
English
Go to zeck.app
  • There are no suggestions because the search field is empty.

Action Items

Action Items keep board meetings focused and results-driven by capturing follow-ups and next steps directly in your Zeck. Everything lives in one place, making ownership, progress, and outcomes easy to track and aligned with the conversation. You can also revisit past Action Items as you prepare for your next meeting.

Included in this article:

  1. Video Tutorial
  2. Action Items

 

2. Action Items

☑️ To Add an Action Item:

  1. Click the check mark icon in the top right corner of the Published Zeck view to open the Action Item panel on the right-hand side.

  2. Select Add an Action Item in the upper right corner of that panel.

  3. Once created, the action item will appear both in this panel and in the Admin’s Inbox on their home Zeck page.

 ✍️ To Edit or Delete a Action Item on the Published Site:

  1. Open the Action Item Panel by clicking the Checkmark (add screenshot) button
  2. Find the action item you would like to Delete in the Action Item Window and click the Three Dots
  3. A drop down menu will open, click Delete
  4. If you want to edit an action item, simply click your cursor within the text editor of the action item and start typing.

 

📨 Viewing Action Items from Inbox:

As an Admin, you can view and manage action items directly from your Inbox.

  1. The Inbox is located in the upper left-hand corner of your home page, just below the Home panel.

  2. Within the Inbox, you can filter by Item Status to view Open, Completed, or All Statuses.

  3. To the right of each action item title, you’ll see a clickable link to the referenced Zeck, allowing you to quickly navigate to the relevant content.

✅ To Resolve an Action Item:

 

  1. Hover over the open circle to the left of the action item title and click it.

  2. You can review all Resolved Action Items by clicking the Filter and choosing Completed. 

  3. To reopen a resolved action item, simply uncheck the circle to the left of the title.

 

👋 Need more help? Reach the Zeck Customer Success Team directly at success@zeck.app.