Creating an Action Item Within Meeting Minutes

Important Notes:

• Action items are group-specific and can be optionally associated with specific topics or meetings.
• You can also create action items from the group or topic pages. Instructions for doing this can be found here.
• When you assign an action item to a member, that member will also receive an email notification letting them know the action item is assigned to them. Additionally, the action item will appear on their dashboard under 'Pending Actions' when they log in.
  
  

1. First, access the meetings list for the desired group by clicking on the 'Meetings' link in the header of the application (make sure you have switched to the desired group first).
   
   

Note: You can also access a Meeting by clicking on the meeting title in the 'Meetings' frame on the associated group's home page.

2. Next, click on the title of the meeting you wish to add or edit minutes for, to open the meeting's main page.

3. Next, in the 'Minutes' frame on the meetings page, click the add/edit minutes icon to open the minutes form.

4. Next, if this is the first time you are adding minutes to the meeting, click on the '+' sign to add the first minute to the meeting.

5. Lastly, click the 'action item' icon next to the minute, enter the desired action in the text field, select any associated group topic (optional), select an individual to assign the action to (optional), and then click the green 'Save' button in the lower right corner of the screen.