Creating Action Items in Meeting Minutes

Action items help track tasks and follow-ups discussed during meetings. In Buildend, you can create and manage action items directly within your meeting minutes. Follow the steps below:

Creating a New Action Item

• Navigate to the Meeting Minute where you want to add an action item.

• In the Meeting Editor Toolbar, click the Action Item icon.

  

  • Alternatively, press Ctrl + Shift + T to create an action item using a shortcut.
• Fill out the action item form:
  • Name of the action item
  • Due Date
  • Assigned User
  • Status

  • (Optional) Associated Meeting Minute

    Click Save Action Item.

  • The form will reset, allowing you to immediately create another action item if needed.

Adding or Editing an Existing Action Item

• To link an existing action item, click on the item directly within the meeting.
• This will open the Edit window, where you can update its details.

Note: When a follow-up meeting is created, any action items that do not have a “Complete” status will automatically carry over into the new meeting for continued tracking.

This feature helps ensure important tasks are captured, assigned, and followed up on across your meetings.