Meeting action items become assigned to-dos

What moves

Every action item with an owner in confirmed minutes becomes a to-do for that person with the due date, linked to the meeting. A message delivered twice never makes a second to-do.

Before you start

• Meetings and Activities both in your plan
• Minutes drafted from a transcript
• The confirming person holds the confirm-minutes permission
• Owners are colleagues with a login; guests are named but not assigned
• Meetings & Video and Activities in your plan
• Meeting minutes switched on
• Owners are colleagues with a login (guests are named but not assigned)

Step by step

1. ManagerMeetings & Video

   Reviews the AI draft, fixes owners and due dates and presses Confirm.

   You see:The minutes are marked confirmed with the manager's name.

2. SystemActivities Workspace

   Creates one to-do per owned action item with its due date and a link back to the meeting.

   You see:The page reports how many items became to-dos; items with no owner stay in the minutes.

3. OwnerActivities Workspace

   Opens My activities.

   You see:The to-do is waiting with the meeting as its source.

4. OwnerActivities Workspace

   Completes the to-do.

   You see:The item is closed on the owner's list.

Related

• Activities Workspace
• Meetings & Video
• Notes and follow-up live on every contract
• Notes and follow-up on a subscription, plan or licence
• Notes and history on products, orders, stores and price lists
• Meeting action items become to-dos for their owners
• Two colleagues discuss a record and schedule the next step
• Connections between modules