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Generate action items from recordings

NeetoRecord automatically pulls action items from a recording so viewers can see what needs to be done and jump directly to the moment each item was mentioned.

Once a recording has a transcript, NeetoRecord generates the action items automatically. There’s nothing you need to click to start it.

Viewers can find them in the Action Items tab on the public recording page. It’s the first tab and opens by default. Recording owners can also access Action Items from the side menu, above Comments.

Each action item includes a timestamp. Clicking the timestamp takes you directly to that moment in the video.

Changes made by the recording owner apply to everyone. Changes made by a viewer are personal to that viewer. Anything they check off, add, edit, or delete is stored in their browser and isn’t visible to anyone else.

How action items are generated

For new recordings, NeetoRecord generates action items as soon as the transcript is ready.

For recordings created before this feature, action items are generated the first time you open the Action Items pane. You’ll briefly see Generating action items before the list appears.

Action items appear in the order they were mentioned in the recording. A recording can have up to 50 action items, with up to 200 characters per item.

If no action items are found in the transcript, you’ll see No action items found and can add them manually. If generation fails, you’ll see Retry and Add item.

Managing action items as the owner

Open the recording and select Action Items from the side menu. Changes you make are saved to the recording and become the default list for everyone who views it.

Adding an action item

  1. Play the video up to the moment you want to attach the action item to.

  2. Click Add item.

  3. Enter the action item.

  4. Press Enter or click the tick to save.

The item is added to the list based on its timestamp.

Editing an action item

  1. Hover over the action item and click the three-dot menu.

  2. Select Edit. The video pauses and the text becomes editable.

  3. Make your changes, then press Enter or click the tick to save.

To move an action item to a different moment, seek the video to that moment while editing it. The timestamp updates with the video and is saved with your changes.

Deleting an action item

  1. Hover over the action item and click the three-dot menu.

  2. Select Delete.

Note: Team members who can’t manage the recording can only view the action items.

Checking off items as a viewer

On the public recording page, viewers can tick action items as they complete them. The toolbar shows their progress, such as 2 of 8, along with a progress bar.

Viewers can also add, edit, and delete action items. These changes are stored in their browser, so they remain after a page reload but aren’t visible to anyone else.

If a viewer removes every item, they’ll see All items removed with a Restore items button to restore the recording owner’s list.

Searching action items

  1. Click Search at the top of the Action Items pane.

  2. Enter a word from the action item you’re looking for. The list filters as you type.

  3. Click Cancel to return to the full list.

If the recording doesn’t have a transcript, you’ll see No transcript available. You can still add action items manually.

To prevent viewers from accessing action items, see Hide action items from recordings