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.


Meeting Name, Action Level, Action ID and Date Added must not be changed in associating meetings to Action.

The below are the fields needs to be filled up:

  • Type–action item, either if it’s an Action, Decision or Dependency
  • Module – module where the action item is coming from
  • 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 is made, 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 Actions as Type.


 

7. The Meetings will still be in the meetings section and the associated actions can be visible in the table.