How to email Action Items

How to send the Action Item notice after a meeting

Vicki van Eeghem avatar
Written by Vicki van Eeghem
Updated over a week ago

Once the Draft Minutes have been completed and moved onto Minutes in Review, you can email out the Action Items from the Post Meeting Task box.

When the Post-Meeting Tasks box opens after finishing your Draft Minutes -select "I'll do these now" and click on "Action Items". 

Or if you have postponed sending out the reminders until a later date you can still do so from the Minutes in Review page: go to the Minutes menu and select Tasks.

A list of all Action Items raised in this meeting are shown (unless the status of that Action Item has already been changed to Done).

  • by default all Actions are ticked however: you can choose whom you wish to send a reminder to by ticking or un-ticking the box next to their name

  • A green tick will confirm when the Action Item Notices have been sent. 

  • An automated message will be shown underneath of when the last time the actions were sent out.

Related Articles:

Did this answer your question?