The Close Meeting agenda item can include a summary of all action items created during the meeting.
This is useful if you want a separate list of new action items at the end of your minutes. For ongoing action management, use the Action List, which provides additional tracking and management features.
New actions created during a meeting do not appear in the action list of that same meeting. This is a system limitation designed to maintain the integrity of meeting records. For example, Section 1.3 of the minutes, which typically lists actions, only includes past actions created before the current meeting. New actions raised during this meeting are not included in this section, they are included in the agenda item in which they are added.
To include a summary of new actions in your minutes:
Open the Close Meeting agenda item.
Tick the Actions raised in this meeting checkbox.
Actions are listed in the same order as the agenda items.
New actions raised during a meeting will appear in the action list of the next meeting when the board pack is created. This ensures that all actions are tracked and followed up in subsequent meetings.
Use the context menu (three dots) next to an action to:
Edit the action.
Go directly to the related agenda item.
The Close Meeting agenda item lists each action with its title and assigned owner(s).
The Minutes Preview and PDF versions of the minutes provide a more detailed summary, including the agenda item in which the action was raised, the action title, due date, and assigned owner(s).
When building your agenda for the next meeting, use the filtering options to select and include relevant actions from previous meetings. This helps ensure that no important actions are overlooked.
