Custom action items let participants keep track of next steps without interrupting the flow of conversation during an active call. You can create a custom action item for everyone to share, or it can be assigned to a specific participant.
Let's take a closer look at custom action items in Dialpad Meetings.
Create a Custom Action Item
From an active conference, select Add Action item and enter the description.
If you'd like one or more people to be assigned the custom action item, select Assign This to Someone.
Select Add Item to save the custom action item and share it with others in the conference.
Dialpad Meetings displays custom action items for all participants during an active call. Immediately after the call, custom action items are organized in the post-call summary. Both the Organizer and all Participants are able to see custom action items in their call summary emails as well.
You can also find custom action items in your list of past conferences as the Organizer.
Edit or Delete a Custom Action Item
From an active conference, select Edit on a custom action item.
Modify the description or alter who it's assigned to, then select Update Item to confirm the edits.
If you'd like to delete a custom action item instead, select Delete from the list. You can also select Remove while editing an existing custom action item to delete it.
Dialpad Meetings does not limit who can edit or delete a custom action item, no matter who created it.
Enabled or Disable Custom Action Items
From the Settings menu, scroll to the toggle for custom action items and decide to enable or disable the feature for your conferences.
Admins, however, may enable or disable custom action items for team members. If you're an Admin, navigate to the Team menu and scroll to the toggle. It will then get enabled or disabled for the entire team.