Overview

  • Action Items can be assigned to anyone, and if you delegate to other Aloe users the Action Items will appear on their list
  • Keep Action Items unassigned for your to do's.
  • Action Items can be created from a Note or the Action Item page
  • Say "Action Item" followed by the description, if you use Aloe's audio features (Dictation, Dialer, Zoom, Webex or audio upload), and Aloe will create the Action Item automatically!
  • The list of Action Items can be reordered by holding and dragging the 3-bar icon 
  • Action items can be marked complete and you can add reminders to action items. Aloe will send you a text message to remind you.

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