Beekast lets you build an action plan for more efficient and productive meetings. Two solutions are available: turn any idea into an action or a decision from the brainstorming activities (Board and Speedboat), or plan your actions and decisions directly from the Actions area.
📝This is a premium feature — for more information, check our Pricing page.
We advise you to name a secretary at the beginning of the session, who will be in charge of this task.
Activate or deactivate the feature
By default, actions and decisions are activated on sessions.
Click on Configure, on the left at the top of your slideshow.
Go to Messages, actions and decisions.
Activate the Allow actions and decisions to be entered in the discussion area lever.
Click Save.
Create an Action or a Decision
To create an Action or make a Decision during your session, you have 2 options.
If you are the owner or a participant of a session
Click on Actions on the right of the session editing page.
Click Take an action / make a decision at the bottom right.
Choose whether to plan an action or make a decision.
Click Save to create your action or decision.
For the owner of the session
During a Board or Speedboat activity, you can plan an action or make a decision directly from an idea sent by you or one of your participants:
Click on the three small dots to the right of an idea in your Board or Speedboat activity.
Select Plan an action or Take a decision.
You can add:
A title for your action (or decision)
The details of the action (or decision)
The assignment to as many participants as you want
Who proposed the decision
A due date for the action
A priority
One of the statuses: to do / ongoing / done
You can only assign an action or a decision to participants connected to their Beekast account on your session.
Depending on the progress of the action and the established due date, a reminder email will be sent to the assigned participants.
Manage existing Actions and Decisions
From the Actions area of your session, click on the three small dots at the top right of your action or decision to:
Change its status (To do, Ongoing, Done)
Access its editing
Delete it
Track progress from your home page
On your account's home page, you can view the progress of actions/decisions for a particular session:
If not all tasks are finished, they appear in red.
If all actions are finished, they simply appear in white.
Share the action plan by email
You can send the action plan built during your presentation by email, so that each of your participants keeps a record of the actions and decisions in place. To do this, go to the Actions tab on the right of your screen, and select Send action plan.
Notifications
Click on the small bell icon at the top right of the page.
Here you will find all the actions assigned to you, regardless of the session concerned.
Get a quick overview of upcoming deadlines to better organise and prioritise your work.
You can update the status of these actions directly from the centre, making your follow-up points more efficient.
❓FAQ
How do I activate Actions and Decisions on my session?
Click on Configure at the top left of your slideshow, go to the Messages section, then click on Allow actions and decisions to be entered in the discussion area, and click Save.
How do I create an action or a decision?
Click on Actions on the right of the session editing page, then on Take an action / make a decision at the bottom right. You can also do it directly from an idea in a Board or Speedboat activity, via the three small dots.
Who can be assigned to an action?
Only participants connected to their Beekast account on your session.
How do I track the progress of my actions?
From your account's home page: unfinished tasks appear in red, fully completed tasks appear in white. You can also change the status of each action from the Actions area, via the three small dots.
How do I share the action plan with my participants?
Go to the Actions tab on the right of your screen and select Send action plan.
Where can I find the actions assigned to me, across all sessions?
Click on the small bell icon at the top right of the page: you'll find all your assigned actions there and can update their status directly from this notification centre.