Best Practices
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      1. Metronome Software Help Section
      2. Action Items
      3. Best Practices

      How Do I Add Privacy to Action Items?

      Action Items can be private, public, or inherit privacy settings from a meeting or priority.

      • Defaults:

        • Action Items created in the Daily Dashboard or Action Items page are private by default.
        • Action Items created under a meeting or priority inherit their privacy settings.

      • Changing Privacy Settings:

        • Open Action Item settings by clicking Edit to adjust privacy.
        • Navigate to the Visibility section.
        • Set an item to Public, Inherit, or Private.
          • If you select Private, you'll be able to choose specific team members to add to the privacy list in the dropdown provided.

      • Identifying Privacy Status:

        • Public Action Items show a Globe Icon with Public next to it.
        • Inherit Action Items show two rectangles with a vertical arrow next to it.
        • Private Action Items show a Lock Icon with the privacy list.