A meeting's action items land on the board
Who is involved
| Role | What they do |
|---|---|
| Meeting organiser | Confirms the minutes with action items. |
| Project member | Is named as the owner of an action item. |
Step by step
- Meeting organiser
Confirms the minutes, with action items that have owners, and chooses the project.
What they see:The items are sent for task creation.
- Project member
Opens My tasks as the owner of an action item.
What they see:The new task with its due date and a link to the meeting.
- Project member
Works and completes it.
What they see:The task is done like any other.
Who is told what
No message is sent when the task is created; it appears in My tasks and on the project board.