The Close Meeting agenda item at the bottom of your minutes summarizes all new action items created during the meeting.
This feature is useful when you want to make sure all new action items raised during talks are captured and incorporated into the minutes efficiently. For more comprehensive action management, BoardPro’s other tools, such as the "Action List," offer additional capabilities.
To include this summary in your minutes:
Locate the Close Meeting agenda item.
Tick the checkbox labelled Actions raised in this meeting.
The list of actions is displayed in the same order as the agenda items.
Use the context menu (three dots) next to each action to:
Edit the action item
Navigate directly back to the corresponding agenda item.
The summary of actions will also be visible in the Minutes Preview and the PDF version of the minutes.
It highlights essential information, including the action item's description, its current status (e.g., in progress, completed), and the assigned owner.
When the 'Actions raised in this meeting' box is unticked, nothing appears in the Minutes Preview or the PDF.
For further insights, detailed progress histories and updates are effectively managed and stored within the BoardPro "Action List" page or appear in subsequent board packs.
