Skip to main content

View All Actions Created During a Meeting

See a Summary of All Actions from the Meeting

Written by Mike Patterson

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.

To include a summary of actions in your minutes:

  1. Open the Close Meeting agenda item.

  2. Tick the Actions raised in this meeting checkbox.

Actions are listed in the same order as the agenda items.

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).

Did this answer your question?