Creating and Removing Texting Actions for People Headlines, Issues and To-Dos


Important Information

Each team member will need to edit text actions in their own account.

Please be aware that our Canadian numbers are U.S.-based, and may incur high fees.

One number per text action.

Setting Up Text Actions

From Manage Section 

  1. Click Meetings in the top menu bar.
  2. Click on the gear icon (Manage) button to the right of your meeting
  3. Click Texting Actions on the left.
  4. Choose a number.
  5. Select the type of event (Issue, People Headline or To-Do).
  6. Click Save.
  7. Text the unique code to the phone number listed.
  8. Click Save.
  9. You will receive a response back confirming your new texting number (if you do not receive a response back, check the number and try again; if you receive an error message, check your code and try again).
  10. Be sure to store the phone number in your contacts stating which meeting it is for and whether it is for an Issue, People Headline or To-Do.
  11. Repeat the process for other items in the meeting (Issues, People Headlines, and To-Dos).

From Edit My Profile Page

  1. Click the drop-down by your name/icon.
  2. Click Edit My Profile.
  3. Click Manage Other Texting Actions on the bottom right.
  4. Click Create a new phone action using the button at the top right.
  5. Choose the meeting, text number, and action from the drop-down menus.
  6. Text the unique code to the phone number listed.
  7. Click Save.
  8. You will receive a response back confirming your new texting number (if you do not receive a response back, check the number and try again; if you receive an error message, check your code and try again).
  9. Be sure to store the phone number in your contacts stating which meeting it is for and whether it is for an Issue, People Headline or To-Do.
  10. Repeat the process for other items in the meeting (Issues, People Headlines, and To-Dos).

Individual Text-a-To-Do™

Send a text to your Personal To-Do List (the Personal To-Do is only present on your Workspace, not in a meeting). Personal To-Do's are NOT 100% private from other team members. 

  1. Click the drop-down by your name/icon.
  2. Click Edit My Profile.
  3. Click Setup Individual Text-a-ToDo™.
  4. Choose a number.
  5. Click Save.
  6. Text the unique code to the phone number listed.
  7. You will receive a response back confirming your new texting number (if you do not receive a response back, check the number and try again; if you receive an error message, check your code and try again).
  8. Be sure to store the phone number in your contacts stating that it is a personal To-Do.

Remove a Text Action

  1. Click the drop-down by your name/icon.
  2. Click Edit My Profile.
  3. Click Manage Other Texting Actions on the bottom right.
  4. Use the garbage can icon to the right to remove.
  5. Click Save.

International Texting

Texting is currently available in the following countries:

  • U.S.
  • Canada
  • U.K.
  • Australia

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