Meeting action items become to-dos for their owners
Who is involved
| Role | What they do |
|---|---|
| Meeting host | Confirms the minutes. |
| Action item owner | Finds the to-do and completes it. |
Step by step
- Meeting host
Reviews the drafted minutes in Meetings and confirms them.
What they see:The minutes are marked confirmed and the action items with owners are sent to Activities.
- Action item owner
Opens Activities, My tasks.
What they see:Sees a to-do titled with the action item, due on the agreed date and linked to the meeting.
- Action item owner
Completes the to-do with a note.
What they see:The to-do moves to Done.
Who is told what
No alert is sent when the to-do is created; owners find it in My tasks.
Related
- Activities Workspace
- Meetings & Video
- Two colleagues discuss a record and schedule the next step
- A colleague is pulled into a record through a chat discussion
- A leaver's open work is handed to a colleague
- Discussion and follow-ups on bills, invoices and journal entries
- Discussion and follow-ups on vehicles and drivers
- Team workflows