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 automate 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 Assignees 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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(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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(Optional) Select + Add reminders to schedule reminders for time-sensitive actions.
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Select the section the action belongs to.
This will default to the section you are working in.
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.
