Meeting minutes and action item management

Gain control over meeting minutes and action items assigned during meetings. Our solution automatically generates action items and assigns them to the responsible or appropriate persons, and more.

Managing meeting minutes pertains to all levels of management and is part of their day‐to‐day operations.

The traditional approach of taking notes, however, creates issues, mainly with its distribution to all responsible parties, with the selection and distribution of tasks by a responsible user, and with the transfer of notes from upper management meetings to meetings in lower segments of the company, etc.

Another issue arises when outstanding items or assignments from previous meetings, from all company segments, need to be reviewed or tracked.

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Manage meeting minutes effectively

  • A centralized database for meeting minutes from all types of meetings (board, board of trustees, manager)
  • Automated note taking according to a template for a given meeting
  • Access to meeting minutes by selected employees, based on user access privileges

Manage all action items assigned in meetings

  • The assignment and distribution of action items from a meeting minutes document into an organized task database
  • A centralized database for all action items
  • Monitoring and control of the item execution by responsible staff for the duration of the task period
  • Gathering materials on task performance for the next meeting (list of outstanding action items)
  • Action item filter and search functions, according to set criteria

A detailed description of solutions to manage meeting minutes and action items.

Meeting minutes accessible in one place with an easy quick search

No matter what type of meeting, the minutes will be accessible in one place. Responsible staff can simply search the database with all meeting minutes, being more effective in relation to any meeting or action item issues.

Agile work processes management

This solution is suitable for middle and upper management as an effective tool supporting flexible work processes management in an organization thanks to the automation, transparency and control of the action item execution.

Easy action item search according to set criteria

You won’t get lost in action items. This solution offers filter and search functions according to your criteria: For example, all outstanding items, selected employees or departments, items from a selected time period, etc.

The monitoring of action items assigned in meetings

This solution is suitable for middle and upper management as an effective tool supporting flexible work processes management in an organization thanks to the automation, transparency and control of the action item execution.

Bring order to your meetings and manage all action items to meet their deadlines. Take advantage of our solutions, with DOCU‑X DMS system as its integral part.