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How to email Action notices - new UI

How to send the Action notices after a meeting

Rajit Theodore avatar
Written by Rajit Theodore
Updated over 2 months ago

Once the Draft Minutes have been completed and moved onto Minutes in Review, you can email the Action notices from the Post-Meeting Task box.

When the Post-Meeting Tasks box opens after you finish your Draft Minutes, select "I'll do these now" and click on "Action Items."

If you have postponed sending the reminders until later, you can still do so from the Minutes in Review page: you can go to the Minutes menu and select Tasks.

Select the Actions tab.

  • By default, all Actions are ticked; however, you can choose which Actions you wish to send a reminder to by ticking or un-ticking the box next to their name

  • When the Actions are last sent out, an automated message will appear underneath.

You can also send Action reminders from your Actions > Action List page.


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