Adding an action to minutes
Actions can be assigned while creating meeting minutes to track specific responsibilities, follow-up items from a meeting, and tasks. As an Administrator, you can send email reminders to prompt timely action.
Note
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Actions can only be added to minutes that are in Draft.
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Action assignees automatically receive notifications when updates occur, unless this feature has been disabled by your Administrator..
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Go to the Editor tab of your minutes and select Add action.
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Enter the name of the action in the Action field.
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(Optional) Add assignees.
Enter their name in the input field and a list will appear to select from or select Create to add new assignees to the list. You can add multiple assignees.
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To allow assignees update their own tasks, select the Allow assignees to update the status checkbox.
Note
This is checked as default, only uncheck if you do not want assignees to update their status.
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(Optional) Select the due date by entering the date in DD/MM/YYYY format or by selecting the date picker icon
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Select the section the action belongs to.
This will default to the section you are working in.
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To create a new section select Add new section from the menu.
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Select Add.
The action now appears in the relevant section in your minutes and on the assignee's Actions dashboard.
