Support Center / Standardized Meetings / How to assign a task directly from a meeting. How to create a meeting and an action list linkage

How to assign a task directly from a meeting. How to create a meeting and an action list linkage

The Standardized Meetings module gives you two options of how to assign a task directly from a Meeting document.

A) A new action as a part of a Standardized Meeting document - create the action directly from the meeting document as shown below:add action

B) Create a new (or use an existing) action list under the Action Lists module and link it to your Standardized Meeting as a related document:

  1. Go to the meeting document edit screen (via the pencil icon in the upper-right hand corner)edit meeting
  2. Scroll down to the Related Documents section
  3. Click on the Add document button
  4. Select Action lists as the document type
  5. Select Existing in case your Action list has been already created or select Create new to get a new onerelated docs meeting
  6. Save and go to the meeting document
  7. Your action list will appear at the bottom as a Related Document
  8. When you assign a new task, you can either click on the action list name to get into the action list document, or click on the Add Action button to assign the task directly from the meeting document. The new task will be added into the action list document automatically.related docs meeting 2

© 2021 Team Solutions