Viewing and managing actions

View all action items for the current minutes document in one centralized location, where you can send notifications, schedule reminder, and monitor completion status.

1. In Minutes Manager select your meeting minutes.

   Your minutes open.

2. Go to the Actions tab to view all action items associated with that minutes document.

3. To mark an action as complete, select the Complete checkbox in the Action completed column.

   The Status will change to Completed.

   Note

   You can clear the checkbox next to a completed item to revert it to a Pending or Overdue status.

4. To manage or edit an action, select the action.

   The Action summary opens. Here you can send or schedule a reminder to complete an action, update details, or delete the action.

5. To add supplemental information, select the Notes field.

   Notes are only visible on this screen, to you and any other Administrator users who have access to the minutes.

6. Select Save to save your changes.