Action items are the things that come out of a conversation: tasks to do, people to follow up with, questions still open and decisions that were made. TalkBar captures them from your sessions, keeps them with the session or project they belong to, and brings the open ones into your next meeting.

Kinds of action items

Every action item has a label. Each label behaves like one of four built-in kinds:

Kind	Statuses	Extras
Task	Open → Done	Due date
Follow-up	Open → Done	Due date
Question	Open → Answered	An Answer field
Decision	Active → Superseded	—

Any item can have responsible people.

Click the status circle on a task, follow-up or question to mark it done or answered. Click it again to reopen it.

Custom labels

Besides Task, Follow-up, Question and Decision, TalkBar includes ready-made labels you can turn on: Idea, Risk, Blocker, Commitment, Request, Waiting on, Delegated, Parking lot, Research, Agreement and Trade-off. You can also create your own, with a name, icon and color, for the whole workspace or for one project.

Manage labels in Settings → Topics & Keywords → Action Items. See Projects, topics and keywords settings.

Where action items come from

AI summaries. When AI writes a session's summary, it captures tasks as action items, questions as open questions and decisions as decisions.
You flag text. Select text in a session's transcript or summary and set it as an action item.
You add one. Click Add item on a session's Action items tab, on a project's Action items tab, or in Knowledge → Action items.
During a live session. Use Add → New action item in the live knowledge panel, or Convert to task on a knowledge card.

Each item captured from a session keeps its Evidence: the quotes from the summary or transcript it came from. Open the item to see them, and use Open in session to go to the session.

Owners and due dates

Open an item and click Edit to change it.

Field	What it does
Type	The label.
Title	What needs to happen?
Status	Open, done, answered, active or superseded, depending on the kind.
Responsible people	Who owns the item. Assign people… picks from your people.
Due date and Time	When the item is due. Tasks and follow-ups only.
Details	Context, links, or what done looks like.
Answer	For questions: the answer, once you have it.

The Action items page

Knowledge → Action items lists action items, decisions and questions from every session and project. The scope switcher at the top right of Knowledge narrows the list to one project, one series, or General. General holds items with no session and no project, such as items kept after their session was permanently deleted.

Each item shows where it belongs: a project, a session or General.

Control	What it does
Table / Board	Shows items as a table, or as columns on a board. On the board, Group columns By behavior or By label.
Filters → Status	All statuses, Open or Resolved.
Label filter	Shows one or more labels.
Belongs to	Shows items from one project or session.
Search Action items…	Finds items by title, details, answer, session, label or responsible people.
Sort	Board order, Recently updated, Created, Due date or Alphabetical.

In General or a project, drag items to set their order (Board order).

The same list appears on each session's Action items tab and each project's Action items tab, limited to that session or project. A project's tab includes items from all of its sessions.

Carry items to the next meeting

Open items don't get lost between meetings. For a session series, items left open in earlier meetings show up in the next meeting, together with the ones you flag during it. A meeting can have up to 24 items brought in.

You can also bring items in yourself:

While you prepare a scheduled session, review the Action items step and add or skip items.
On a session's Action items tab, click Add existing action item. Choose Where to look: This series, This project, With these people or All open.

A session's Action items tab has three views: All, This meeting (items captured in this session) and Brought in (items from earlier meetings). A brought-in item stays in its own session or project. It is linked, not copied.

On a brought-in item's menu:

Action	What it does
Open the meeting it came from	Opens the original session.
Move to this meeting	Makes it an action item of this meeting. You can keep a link to the original session.
Remove from this meeting	Takes it off this meeting's list.
Stop carrying over	Stops bringing it into later meetings. Carry over again undoes this.

During a live session, brought-in items that come up in conversation are flagged in the Mentions view of the knowledge panel. See Knowledge cards.

Troubleshooting

Fix common problems with recording, transcripts, AI providers, model downloads, imports, sharing and updates, and find out how to get help.

Documents

Import PDFs, Word files, Markdown and other documents so TalkBar can search them, use them as chat sources, and bring them into your sessions.

Action items