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Meeting Action Items in Vinyl

After a meeting, Vinyl automatically pulls out action items so you can quickly see what needs to be followed up on. These are listed directly below the meeting overview, giving you a clear next-step summary without needing to dig through the full transcript.

Steps to View Action Items from a Meeting

  1. Go to the Recordings tab on the left side of your Vinyl dashboard

  2. If you're unsure how to find a past meeting, follow this guide:
    👉 How to View Past Recordings

  3. Click on the meeting you want to review
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  4. Under the meeting overview and notes section, scroll down to find the Action Items

  5. To the right of the "Action Items" heading, you'll see a Copy button

  6. Click the Copy button to copy action items and share them with your team.

Once copied, you can share the action items with your team or paste them into your task management tool to keep everyone aligned.

Marking Action Items as Complete

You can now tick off action items directly from the meeting view. Click the checkbox next to any action item to mark it as done.

Completed items move to a collapsible Completed section at the bottom of the action items list.

This is shared across your whole team, once an item is marked complete, it shows as done for everyone with access to that meeting.

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