If an action item is completed, how can I automatically remove it from the action item list

I generate an action item list from meetings with owners and due dates.

When the owners complete the action items, they click on the check box and add a comment for the action item that was completed. The completed action items stays on my action item list.

Is there a way to automatically move the completed action item to another page/space, so that only the open action items are visible to my team?

-Ajit 

1 answer

0 votes

Hi Ajit,

The task items listed in your Meeting Notes will be removed from the individual users' tasks in their profiles

The checkbox will be updated on the Meeting Notes, but the task itself is not removed from there, because the text is part of the notes you made. This is to keep record of the tasks having been assigned, and so you know which ones were completed, visually. 

I hope this clears up things for you, but do let us know if you have any other questions.

Kind regards,

Shannon

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