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18 lines
1.4 KiB
Plaintext
18 lines
1.4 KiB
Plaintext
---
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title: Action items in documents
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description: Learn how to create and assign action items in documents.
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---
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Sometimes, you may wish to create action items for team members directly within a document, without attaching it to any particular issue in the Tracker. This can be helpful for small tasks that don't require a full issue, reminders, or other matters that need to be taken care of that aren't specificially related to a project or issue.
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## Creating action items
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There are a few ways to create action items directly in documents:
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- **Keyboard shortcut** - Type `[]` then `space` on a new line. An empty checkbox will appear.
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- **Floating toolbar** - Hover over text and click the `+` icon that appears on the left side. Select the checkbox icon to create a new action item.
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- **Slash command** - Type `/` to open a dropdown menu of options. Select the checkbox icon to create a new action item.
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## Assigning action items
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After an action item has been created using any of the methods above, you can assign it to a team member. Notice a gray profile icon that appears to the left of the checkbox. Click this icon to select a team member to assign the task to.
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When an action item is assigned to a team member within a document, that person will receive a notification that they have been assigned an action item, and they'll be able to schedule the task in their Planner.
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