1. Associating Actions to Meetings
1. In the Action Tracking details page, click the Meetings Item.
2. In associating Actions to Meetings, click the +Action button on the upper part of the Meeting Details.
3. In associating action to meetings, a new action data field needs to be filled up. (More on the next chapter)
Action ID, Date Added and Type must not be changed in associating meetings to Action.
The below are the fields needs to be filled up:
- Meeting Assignment– meeting associated to the action item
- Module – module where the action item is coming from
- Item – the list of items where action is to be taken based on the chosen module. (it will appear on all selected module except ‘Others’)
- Work Stream – the progressive completion of tasks completed by different groups within a company which are required to finish a single project. A work stream may be the work of a functional area such as application development or an effort such as requirements definition
- Description – the brief description of the action item
- Assigned To – person responsible for the action item
- Participants – they key people involved in the action item
- Due Date – date expected to complete the item.
4. Once the association of meetings to actions, the meeting details will record the meetings action association.
5. You can always Modify and Delete the associated action items.
6. Once action has been created, the action that is associated in the meetings will be listed in the actions page with Meetings as Type.
7. The Meetings will still be in the meetings section and the associated actions can be visible in the table.
