Meeting Minutes
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      Create an Action Item

      Add Action Items to Meeting Minutes in ConstructionOnline™

      BACKGROUND 

      Discussions and decisions made during meetings are only valuable if they lead to tangible results. Without clear follow-up, critical tasks can fall through the cracks, leading to missed deadlines, stalled progress, and costly project delays. 

      ConstructionOnline prevents these critical missteps with Action Items, a core feature of Meeting Minutes that serves as the crucial link between a meeting's discussions and its real-world outcomes. Action Items transform meeting discussions into concrete, assigned tasks with clear accountability and trackable deadlines. By defining who is responsible for what—and by when—Action Items streamline follow-through to ensure measurable progress and keep projects moving forward.

      HOW TO CREATE AN ACTION ITEM 

      Action Items are created from within a meeting, specifically once the meeting has been set to Minutes Mode. Ensure your meeting is in Minutes Mode before proceeding. 

      1. Access the "Company Overview" tab through the Left Sidebar or the Company Selector in the Top Navigation Bar. 
        1. If you're working within a desired Project, use the Feature Selector to access that Project's Meetings. 
      2. Select Meetings under the Meeting Minutes section. 
      3. From the Meetings List or Meetings Calendar, click on the Meeting's name to open the Meeting record in Minutes Mode.
      4. Under any existing Agenda Item, click on the blue "Create Action Item" text. 

        Create an Action Item for a Meeting in ConstructionOnline's Meeting Minutes feature
      5. This will open the "Create Action Item" extension blade on the right side of your screen, where you can enter information about the Action Item, including - 
        1. Description: Provide a concise description outlining the task or action that needs to be taken. 
        2. Responsible Resource: Assign the Contact(s) responsible for completing the Action Item. 
        3. Due Date: Set a due date to specify when the action is expected to be completed. 
      6. Click the blue "Create" button to save the Action Item.
        1. Once added, the extension blade will close back to the Meeting Minutes window, where the new Action Item will appear under its corresponding Agenda Item. 

          How an Action Item will appear under its corresponding Agenda Item

      ALTERNATIVE ACCESS POINT

      1. Access the "Company Overview" tab through the Left Sidebar or the Company Selector in the Top Navigation Bar. 
        1. If you're working within a desired Project, use the Feature Selector to access that Project's Meetings. 
      2. Select Meeting Action Items under the Meeting Minutes section. 
        1. This will open the Action Item Completion Breakdown table and Action Items List window. 

          ConstructionOnline's Action Item Completion Breakdown table
      3. Press the green (+) Add a New Action Item... button. 

        Add a new Action Item within ConstructionOnline's Meeting Minutes
      4. This will open the "Add Action Item" extension blade on the right side of your screen, where you can enter information about the Action Item, including - 
        1. Meeting Name: Select which existing meeting is associated with the Action Item. 
        2. Agenda Category: Choose the relevant Agenda Category. 
        3. Agenda Item: Link the Action Item to a specific discussion point within the agenda.  
        4. Add a description for the action item: Provide clear, detailed instructions or context for the task. 
        5. Choose who will be responsible: Assign the ConstructionOnline Contact(s) responsible for completing the task. 
        6. When does this Action Item need to be completed by?: Set a due date to track progress and ensure timely follow-up. 
      5. Click the blue "Create" button to save the Action Item. 
        1. Once added, the extension blade will close back to the Action Item Completion Breakdown table and Action Items List, where the new Action Item will appear. 

      ADDITIONAL INFORMATION 

      • Subscription Level: Meeting Minutes is available for companies with current ConstructionOnline Commercial or Multi-Family subscriptions at the Team, Business, and Enterprise level. 
        • Meeting Minutes is also available as a Per-Company Add-On for all other plans. 
      • Permissions: Admin Users and Company Users with "Can Create, Edit, and Delete" for Meeting Minutes can create Action Items for meetings that are visible to them. 
        • For Company Users, this includes meetings they've created, are invited to, or that are set as Public.  
      • CO™ Mobile App: Currently, the Meeting Minutes feature is exclusively available through browser access to ConstructionOnline.

      HAVE MORE QUESTIONS? 

      • If you need additional assistance, chat with a ConstructionOnline Specialist by clicking the orange Chat icon in the bottom left corner or visit the UDA Support Page for more options.