Where do you record action items in the meeting template set?

TeeM · 07/06/18

We have been using another procedure in the past for our meetings whereby the agenda is at the top and as each topic is discussed, action items and the person assigned to them is on a separate section below. I seem to missing a similar provision with this template set or am I missing something?

Shaine Greenwood · 07/09/18

Hello,

I'm not sure what template set you're referring to, but there is a template titled "Meeting action items" where you can track all action items as rows in the sheet. You might try using that template to track action items.

TeeM · 07/12/18

Hello,

This is a set of templates that I am referring to. There does not appear to be any provision to mark up action items on the agenda. As we are holding meetings in remote locations it is difficult if we need to be using separate sheets.

TeeM · 07/17/18

Any suggestions on this topic?

Andrée Starå · 07/18/18

Hi,

My suggestion would be to modify the template set to,

Option 1. include the action items underneath the specific agenda topic

Option 2. under its own section for the different meetings

Option 3. in a separate section in the "Sheet - Meeting Agenda"

I would then add a column to indicate that it's an Action item with a checkbox or something similar.

Depending on your specific setup you would also need to add a report similar to show the Action Items that different people are assigned.

Would that work for you?

I hope this helps you!

Best,

Andrée Starå - Workflow Consultant @ Get Done

TeeM · 07/25/18

Thank you. I will try that.

Andrée Starå · 07/26/18

Happy to help!

Where do you record action items in the meeting template set?

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