MeetingSense Action Items

MeetingSense Pro Action Items allow Publishers to assign tasks to others while they are capturing meeting information (using WebCapture) or while on the dashboard from any Home Page pod or the Action Items page. When you assign an Action Item to someone, they will receive an Action Item email and the Action Item will also show up in your online Dashboard, as well as theirs.

Action Items can be as simple (just a subject and person being assigned the Action Item), or as complex as you’d like. Publishers can add all of the following aspects to any Action Item:

 

 

 

  • Subject
  • Due Date
  • Assignee/Assigner
  •  Status
    • Not started
    • In progress
    • Pending information
    • Deferred
    • Completed
  • Priority
  • Team
  • Project
  • Files
  • Description
  • Privacy (Private or Public)
  • Comment

You can also assign Action Items to yourself, or leave the assignee option blank to create simple tasks for yourself.

You can also assign Action Items to those outside your company, to anyone… even those who don’t have a MeetingSense Pro account. These ‘guest users’ will can register their free account, and can then interact with the Action Items you assign them, including attaching files, adding comments, and changing the status, i.e., completing the Action Item.