Assigning Action Items

Creating MeetingSense Action Items is easy, and can be done from a number of different places.

Action Items can be created from the following areas in MeetingSense:

  • WebCapture – During Meetings
  • Home Page – From the Action Items pod
  • Any Project Home Page – From the Action Items pod
  • The Action Items Page
  • The Meetings Page – From the Action Items tab in any scheduled or conducted Meeting

Action Item characteristics:

  • Subject
  • Due Date
  • Assigned to
  • Status
    • Not Started
    • In Progress
    • Pending Info
    • Deferred
    • Completed
  • Priority
    • Low
    • Medium
    • High
  • Team Association
  • Project Association
  • File Attachment
  • Description
  • Comment
  • Privacy Setting

To assign an Action Item:

  1. Access one of the areas above and click the plus or Add Action Item button
  2. The Action Item Panel will open
  3. The only mandatory field to save an action item is the “Subject” field – All other fields are set to defaults and are optional
  4. Fill in as many of the remaining fields as you need
  5. Click “Save and New” to save the existing Action Item and open a new blank one, or “Save and Close” to save and close the Action Item

You can assign Action Items to anyone, whether they are in or out of your Organization. Assigning Action Items to those who don’t have (or know what) a MeetingSense account will allow them to become a Guest of your organization.