Action Items and Decisions

MemorDesk extracts action items (tasks) and decisions from every meeting automatically.

Action items

Desktop: Sidebar > Action Items (/dashboard/action-items). The left rail has six views: Tasks (everything, grouped by due date), Mine (assigned to you), Kanban (drag cards between Open, In Progress, Blocked and Completed), By assignee, By meeting, and Decisions. Status tabs (All / Open / In progress / Blocked / Done) filter whichever view you are in, and the search box matches task text, meeting title and person. Click a task to open its details and change its status there.

Mobile: Bottom nav > Tasks (/m/tasks). The top tabs are Tasks, Mine, By Meeting, and Decisions. Use the status pills to filter and the search icon to find items. Tap a task to open its detail sheet and pick a new status (Open / In progress / Blocked / Done). Select multiple tasks with their checkboxes to bulk-update.

You can send tasks to Slack from the task list once Slack is connected.

Reassigning tasks

Tasks are assigned from what was said in the meeting, so sometimes they land on the wrong person.

In a team workspace, reassigning is limited to owners and admins. Deciding who on the team owns a piece of work is a workspace administration action, so members and viewers do not see the control: the assignee is shown as plain text instead. They can still change the status of anything assigned to them. In a personal workspace there is no such limit.

Owners and admins have two routes:

  • One task: open it and click the assignee to pick someone else. The same dropdown is on every Kanban card.
  • Several at once: tick the tasks you want, then use Reassign on the bulk bar (bottom of the screen on desktop, above the bottom navigation on mobile) and choose one person.

The new assignee gets an email and an in-app notification, and the tasks move into their Mine view.

One person, one card

The By assignee and By meeting views group tasks by person rather than by the exact wording a transcript used, so "Anderson Gray" in one meeting and "Anderson" in the next share a single card. Reordered names, initials, honorifics and missing surnames all resolve to the same person, using explicit assignments, workspace members and their emails, the identities learned from past meetings, and each meeting's attendee list.

When two real people share a first name and nothing else separates them, they are kept apart on purpose rather than guessed at. An owner or admin reassigning a task to the right person fixes it permanently, because an explicit assignment always outranks the transcript wording.

Action item visibility in team workspaces

In a team workspace, who can see which action items depends on role: owners and admins see every action item across the workspace (the "By assignee" view groups them by person), while regular members and viewers only see action items assigned to them. Anyone assigned an item, even one created by someone else, can mark it done themselves, owners and admins get an in-app notification naming who made the change.

Weekly pending action item reminders

Every Monday, MemorDesk sends an email and an in-app notification about action items that are still open. On a Team, Business, or Enterprise workspace plan, the assigned person is reminded about their own pending items, items with no assignee are routed to the workspace owner instead. On a Free, Lite, or Pro personal plan, the meeting organizer is reminded to follow up with whoever owns each item. This is controlled by the Action item reminders toggles in Settings > Notifications, there is no separate setting for it.

Decisions

Decisions are logged from your meeting summaries with a status: Open, Implemented, Reversed, or Blocked.

Desktop: Sidebar > Decisions (/dashboard/decisions). Filter by status.

Mobile: Bottom nav > Tasks > the Decisions tab. Tap a decision's status pill to cycle it.

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