How to use Action items

Welcome to Beam for Action Items! This guide will help you get started and make the most of our task management system.

Understanding the page

from Overview of Action items

- Add sections if necessary

- View your team's action items

Creating and Managing Items

from Adding and Assigning Action Items

1. Write out action items: Begin by listing your tasks in the inbox section.

• Type your task in the empty field section.

• Tasks are automatically saved as you type.

2. Mark completed tasks: Tick off items as you complete them.

Assigning Items

- By default, tasks are assigned to you.

- You can easily reassign tasks by clicking the avatar and then 'X'. Search for team members by name to assign.

Adding Due Dates and More Details

from Due Dates and Action Items functionality

- Click "due date" to open the calendar view and choose when the task should be completed.

- Select the desired due date from the calendar.

- Enhance your action items by:

Using the hamburger menu for more options:

- Adding goals

- Linking to Google Docs

- Adding URLs

- Removing due dates

Admin and Manager Functions

from Overview of Action items

- Check team members' action items:

- Click on the name tag

- Navigate to the person's list.

- Create new sections:

- Click "New Section"

- Name the new section

- Click "Create"