> ## Documentation Index
> Fetch the complete documentation index at: https://docs.buildbetter.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Action Items Tracking

> Automatically extract and track tasks from your meetings and conversations

BuildBetter automatically identifies action items from your calls and conversations, ensuring nothing falls through the cracks. Unlike traditional task management, action items retain their full context—who said it, when, and why—making follow-up clearer and more effective.

## Understanding Action Items

Action items in BuildBetter are automatically extracted commitments and tasks:

<CardGroup cols={2}>
  <Card title="AI-Extracted Tasks" icon="check-circle">
    Automatically identified from meeting discussions without manual note-taking
  </Card>

  <Card title="Full Context Preserved" icon="link">
    Each action item links back to the exact moment it was discussed
  </Card>

  <Card title="Smart Organization" icon="folder-tree">
    Organize by project, person, or custom folders for easy tracking
  </Card>

  <Card title="Integration Ready" icon="plug">
    Export to Jira, Linear, or other project management tools
  </Card>
</CardGroup>

## How Action Items Are Identified

BuildBetter's AI recognizes action items through:

<Tabs>
  <Tab title="Explicit Commitments">
    Direct statements of tasks:

    * "I'll send the proposal by Friday"
    * "We need to update the documentation"
    * "Can you review this before our next meeting?"
    * "Let's schedule a follow-up call"
  </Tab>

  <Tab title="Implicit Tasks">
    Implied responsibilities:

    * "The API needs updating" (implies someone should update it)
    * "We should consider this approach" (implies evaluation needed)
    * "This requires approval" (implies approval process needed)
  </Tab>

  <Tab title="Meeting Decisions">
    Outcomes requiring action:

    * "We've decided to move forward with option A"
    * "The timeline is set for Q2"
    * "Budget approved for this initiative"
  </Tab>
</Tabs>

<Note>
  Action items are extracted in real-time as recordings are processed. The AI understands context to distinguish between actual tasks and general discussion.
</Note>

## Finding and Viewing Action Items

### Accessing Action Items

Navigate to action items through multiple paths:

1. **Signals Dashboard**: Filter signals by type "Action Item"
2. **Call Details**: View action items extracted from specific meetings
3. **Global Search**: Search for action items across your workspace
4. **People Profiles**: See action items associated with individuals

### Action Item Display

Each action item shows:

<AccordionGroup>
  <Accordion title="Task Description" icon="file-lines">
    * AI-generated summary of the commitment
    * Original quote from the conversation
    * Context about why this task exists
  </Accordion>

  <Accordion title="Source Information" icon="video">
    * Link to the exact moment in the recording
    * Meeting name and date
    * Speaker who made the commitment
    * Other participants present
  </Accordion>

  <Accordion title="Metadata" icon="tags">
    * Associated person or assignee
    * Company context
    * Topics and keywords
    * Severity/priority indicators
  </Accordion>
</AccordionGroup>

## Organizing Action Items

### Using Folders

Create a task management system with folders:

<Steps>
  <Step title="Create Project Folders">
    Set up folders for different projects or initiatives
  </Step>

  <Step title="Add Action Items">
    Move action items to relevant folders as they're identified
  </Step>

  <Step title="Track Progress">
    Use folder structure to track open vs completed items
  </Step>

  <Step title="Share with Team">
    Make folders accessible to relevant team members
  </Step>
</Steps>

### Filtering and Sorting

Find specific action items using filters:

**By Time**

* Today's action items
* This week's commitments
* Overdue items (based on mentioned dates)

**By Person**

* Tasks assigned to specific individuals
* Commitments made by team members
* Customer requests

**By Context**

* Company-specific action items
* Project-related tasks
* Meeting-specific commitments

**By Priority**

* Use severity scores to identify urgent items
* Filter by sentiment for critical issues
* Sort by creation date for FIFO processing

<Tip>
  Create saved filter views for common queries like "My open action items" or "This week's customer commitments."
</Tip>

## Taking Action on Items

### Export to Project Management Tools

<Tabs>
  <Tab title="Jira Integration">
    Convert action items to Jira tickets:

    1. Select the action item
    2. Click "Create Ticket"
    3. Choose Jira as destination
    4. AI generates title and description
    5. Select project and issue type
    6. Ticket created with link back to source
  </Tab>

  <Tab title="Linear Integration">
    Create Linear issues:

    1. Select the action item
    2. Click "Create Ticket"
    3. Choose Linear as destination
    4. AI populates issue details
    5. Select team and priority
    6. Issue created with full context
  </Tab>

  <Tab title="Manual Export">
    Copy action item details:

    1. Click the action item
    2. Select "Copy Details"
    3. Paste into any tool
    4. Includes summary, context, and source link
  </Tab>
</Tabs>

### Tracking Completion

While BuildBetter doesn't have built-in task status, use these methods:

**Folder-Based Tracking**

* Create "Open" and "Completed" folders
* Move items between folders as you progress
* Add date-based folders for sprints or weeks

**Tag-Based System**

* Add tags like "done", "in-progress", "blocked"
* Use consistent naming for easy filtering
* Combine with filters for status views

**Integration Sync**

* Track status in your project management tool
* Use source links to update context
* Keep BuildBetter as the source of truth for context

## Best Practices

<Check>
  **Review regularly**: Check action items weekly to ensure nothing is missed
</Check>

<Check>
  **Verify extraction**: AI is accurate but always verify critical commitments
</Check>

<Check>
  **Add context**: Use folders and tags to add project context
</Check>

<Check>
  **Close the loop**: Update or move completed items to maintain clarity
</Check>

<Check>
  **Integrate wisely**: Use project management tools for complex workflows
</Check>

## Common Use Cases

### Meeting Follow-Up

1. After each meeting, review extracted action items
2. Verify ownership and deadlines mentioned
3. Export to project management system
4. Share summary with participants

### Sprint Planning

1. Filter action items by date range
2. Group by project or feature area
3. Prioritize based on severity scores
4. Create sprint tickets in bulk

### Customer Commitments

1. Filter action items by external participants
2. Track promises made to customers
3. Set up alerts for approaching deadlines
4. Ensure account team awareness

### Personal Task Management

1. Filter for "my action items"
2. Organize by priority and project
3. Review daily or weekly
4. Track completion rate

## Understanding Context

### Why Context Matters

Traditional task management loses crucial information:

* Why was this task created?
* What was the full discussion?
* Who else needs to know?
* What are the dependencies?

BuildBetter preserves all of this through source links.

### Using Context Effectively

<Steps>
  <Step title="Click Source Link">
    Navigate to the original conversation
  </Step>

  <Step title="Watch the Moment">
    See the exact discussion that created the task
  </Step>

  <Step title="Understand Fully">
    Get complete context before taking action
  </Step>

  <Step title="Make Informed Decisions">
    Use full context to prioritize and execute properly
  </Step>
</Steps>

## Limitations and Workarounds

<Warning>
  **Current Limitations**:

  * No built-in due date tracking
  * No automatic status updates
  * No assignment notifications
  * No completion tracking

  **Recommended Workarounds**:

  * Use folder organization for status
  * Export to project management tools for complex tracking
  * Set up manual review cycles
  * Use tags for additional metadata
</Warning>

## Tips for Success

<Tip>
  **For Managers**: Create team-specific folders and review in 1:1s
</Tip>

<Tip>
  **For Project Leads**: Export to your PM tool but keep context links
</Tip>

<Tip>
  **For Individuals**: Set up a personal action item review routine
</Tip>

<Tip>
  **For Customer Success**: Track all customer commitments in dedicated folders
</Tip>

Action items in BuildBetter bridge the gap between what's discussed and what gets done, ensuring every commitment is captured with full context. While it's not a complete task management system, it excels at the critical first step: making sure nothing is forgotten.