In Kaizan, you can also add and assign actions to colleagues after meetings.
1) Adding Actions
Kaizan will automatically generate and assign actions based on the meeting transcript after a call, but you can also add your own.
To add an action, hit the grey "Add Action" button in the top right of the "Actions" bubble on the "Meeting Overview" tab.
Then, you can edit the action's description, set a due date, and assign the action to a user.
If you assign the action to someone else, they'll receive a notification in their emails showing the action title and the client it's related to.
You can also add actions to a client or folder page.
Simply scroll down to "Actions" and click the grey "Add Action" button.
This will save the action to the client page.
2) Editing Actions
To edit an action, hit the light blue pencil button.
Here you can change the title, due date, or assign new users.
You can also update the action's state from "To Do" to "In Progress" - this will show your colleagues you're on top of the task!
To add new users, hit the "+" button in the far left.
To complete the action, hit the green tick. This will clear the action from your tasks and show your colleagues it's completed.
If you want to remove an action because it's no longer relevant, hit the red cross button on the right - this will strikethrough the action. Then, by refreshing the page, it will be removed.
3) Starring Actions
For more important or critical actions, you can "Star" them. To star an action, hit the gold star button.
By starring actions, this will save them front and centre to the client page. This way, whenever anyone looks at this client or folder, the action will be immediately visible and highlighted.
To remove it from the page, head back to the meeting it came from, just click the star icon again!
