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View All Actions Created During a Meeting - new UI

See a Summary of All Actions from the Meeting

Mike Patterson avatar
Written by Mike Patterson
Updated over 3 weeks ago

The Close Meeting agenda item, located at the bottom of your minutes, summarizes all new action items created during the meeting.

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.


​​When the 'Actions raised in this meeting' box is unticked, nothing is shown in the Minutes Preview or PDF.

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