Action, Decision and Task Management

My Items
'My Items' is a space to centrally manage and view everything you are assigned to across your ecosystem of meetings, boards, projects and teams. You c...
How to create an action in Fluid
Actions form part of the daily tasks that need to be executed in order to meet an organization's objectives. Assigning actions in Fluid is simple! In ...
Actions & Decisions: Editing in Fluid
In this article we cover off how to edit an action or decision on the action log of a Meeting, Project or Teamspace.  IMPORTANT You can edit an it...
Actions & Decisions: Bulk Edit
Use Bulk Edit to easily create and update actions and decisions. The Actions & Decisions bulk edit functionality allows you to create new action items...
Actions & Decisions: Export to Excel
Export action dashboard items Excel from your meetings, projects, teamspaces or 'My Items' dashboard to interrogate and manipulate action, decision an...
Creating Follow-on Actions and Decisions
Follow-on actions and decisions form part of assigning activities based on existing pieces of work. As a project manager, you might have an impact/cha...
Updating Actions, Decisions and Tasks on someone else's behalf
In this article, we cover off the various options available to you to for updating actions, decisions or tasks on someone else's behalf. There are 2 c...
Interacting with Fluid from Outlook
Simply reply!  When you receive a notification email of... an task, action or decision you have been assigned of comments added to items you own or ha...
Fluid's Chat Commands
In this article we cover Fluid's natural language commands that allow you to quickly and easily send out actions and decisions right from the chat str...