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.
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.