Reassign an action item

When action items are created in a 1-on-1 agenda, they are automatically assigned to the person that added the action item. This article explains how to assign the action item to the other 1-on-1 participant.

In this article, you will learn...


Assign an action item to another person

  1. From within the 1-on-1 agenda you want to reassign an action item in, add the action item to the 'New Action Items' section.
  2. After adding the action item, click on the avatar next to the item and select the other 1-on-1 participant.Screen_Shot_2021-04-15_at_3.30.14_PM.png
  3. 1-on-1 agendas save in real-time, so no need to save your changes! The action item will appear in the 1-on-1 agenda and on the homepage of the person it's assigned to, so it can stay top-of-mind for the responsible party.

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