Help Center

Sign in

Save to My list

Save items of approved minutes to your own My item list and follow them up with done marks and your own due dates.

  • For: All members
  • About 3 min

What you need

  • The minutes have been approved (on a draft, Send to has a lock icon and cannot be used until it is approved).

Steps

Press Send to

Step 1 of 6

  1. TipThe bookmark icon on an item of approved minutes, or Save on a row of Meeting items, also saves one item at a time.

When you finish

The items you chose are in your list, where you can follow them up with done marks and your own due dates.

Mark items done and set your own due dates

When your part is done, press the round ✓ at the left of the row (Mark as done, ① in the figure). The item moves to the Done tab; Undo at the bottom of the screen brings it back.

For a due date of your own, press Set due date at the right of the row and choose a date (② in the figure). Items with a due date can be narrowed with the buttons above the list, such as Overdue and Today.

Done, due dates and memos are your own marks, shown only to you: they do not reach other people’s screens, Backlog or Jira.

Find items in your list

Press the magnifier (Search by keyword) and type a word: the list narrows when you stop typing. It looks in the items, the meeting names and your memos.

Change the order with the button that shows the current order, such as Due date (Sort), and narrow by type and folder with the sliders icon (Filter (type, folder)).

Remove an item from your list

Press … at the right of the row and choose Remove from My item list. Pressing Undo right after brings it back with its memo and due date. Only the bookmark goes: the item stays in the original minutes.

When you remove it with Saved in Meeting items or in approved minutes and it has a memo or your own due date, you are asked Remove from My item list?. Pressing Remove deletes the memo and the due date too, and cannot be undone.

If something does not work

Some items could not be saved

Items reported in “N item(s) could not be saved because you can no longer view them.” are items you do not have access to.

When Could not save. Please try again. appears, press “Save N to my list” again.

“Newer version” is shown

A saved item stays as it was in the version you saved; it is not replaced by the new version. Press … at the right of the row and choose View the latest minutes to check the new version. Save the items you want to keep again from there.

The original minutes of a saved item do not open

Saving an item does not change who can view the original minutes. You can open them only as a member of the meeting’s folder, so ask the folder’s owner to add you.

Related guides

Next step

Find decisions in the meeting items

Back to Help Center

Save to My list | GIJITO