Xembly makes Action Item & task management simple and easy. With Xembly task management you are able to:
Create tasks manually in the Web App, Extension, or Slack.
Automatically turn Action Items from your Summaries into tasks.
Protect time on your calendar to execute these tasks with Block Times (default 60 mins) & reminders (15 mins).
Where to access your Task Manager
Web App (mobile)
Web App (mobile)
Click the three lines at the top right of the mobile Web App homepage to expand the menu. Then, select Tasks
.
How tasks are added to your Task Manager
Summary
Summary
Xembly captures Action Items inside of Summary. Summary-generated Action Items will show up as tasks in the Xembly Web App and Extension when the meeting is shared. Meeting organizers have the option to enable Auto-Share (which will send their Summary and Action Items to all invitees as soon as they're generated) or to edit the recipient list before sharing.
Action Items will not be transferred into other users' Task Lists until the Summary is shared.
Pro tip: When viewing Action Items in your Task List, click the hyperlinked meeting title to view the Summary in greater depth.
Xena
Xena
When you request a reminder or Block Time, Xena will add the item to both your calendar and your Task List. You can identify tasks that Xena added to your to-do list by scanning for "From: Xena
."
After Xena creates the task, you can edit the task details directly from the Web App or in the Xembly Extension.
Web App
Web App
You can generate your own tasks directly in the Xembly Web App by clicking the + at the top of the Task List. This flow allows you to quickly add items that come up throughout your day.
After you type the name of your task, hit “enter/return” on your keyboard to create the task. You will then have the options to set a due date and schedule a reminder or Block Time on your calendar.
Tasks you create manually in the Web App will not have Assignee or Source details.
Chrome Extension
Chrome Extension
Generate your own tasks directly in the Xembly Extension by clicking the “+
” at the top of the Task List. This flow allows you to quickly add items that may come up.
Tasks you create in the Xembly Extension will not have a “From
" field.
If you've typed in your task's name and selected either Set Block Time
or Set Reminder
, Xena will automatically add the item to your schedule.
If you wish to add an item to your Task List without creating a corresponding calendar item (in the form of a reminder or Block Time), type in the name of your task, hit "enter" on your keyboard, or click the checkmark in the Extension, and then select the "X" to the right of "Set Reminder."