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View All Actions Created During a Meeting

See a Summary of All Actions from the Meeting

Written by Mike Patterson
Updated over 2 weeks ago

The Close Meeting agenda item at the bottom of your minutes can summarise new action items created during that meeting.

This feature is useful when you want to make sure all new action items raised during the meeting are listed separately at the end of your minutes. For more comprehensive action management, BoardPro’s other tools, such as the "Action List," offer additional capabilities.

To include this list of actions raised in the meeting 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 highlights essential information, such as the agenda item the action was raised in, the action item's title, description and the assigned owners.

The summary of actions will also be visible in the Minutes Preview and the PDF version of the minutes.

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