Actions
How to resend a notification to a user of a pending action?To resend a notification for a pending action, follow the step-by-step guide below:
Access the action you wish to resend (either within t...
How to create a checklist to follow actions?With this new feature, you can ensure that all steps of your actions are completed, organize your tasks, and track their progress. To crea...
How do I resend notification of a pending action?To resend notification of a pending action, follow the steps below:
Access the action you want to resend (within the meeting or through t...
How to create an action?To create an action, follow the next steps:
Go to the "Inbox" menu
Click on "Create new" and select "Task".
Choose the person responsible...
How to view the inbox?In the menu Inbox you will have all your pending: Tasks, polls, signatures, forms and mentions. On that screen you can find:
Inbox: Tas...
How to add subscribers to an action?Subscribers are users who will be notified by email when the action is completed. To add subscribers, you need to be the creator or respon...
How to edit the data of an action?To edit the data of an action:
Access the action in which you want to make the change (within the meeting or through the "Inbox" menu);
C...
How to add attachments on an action?To add attachments on an action:
Access the action in which you want to make the change (within the meeting or via the "Inbox" menu);
Go...
How to remove or give permission to view an action?To withdraw or grant viewing permission for actions, follow the step-by-step instructions below:
Access the action you wish to modify (ei...