Follow up on past meeting actions

A common activity in most meetings is to follow up on the status of past meeting actions that were set out. When you have linked your meeting to a project, this becomes very easy to do in Tasks in a Box.

Access past meeting actions

To get an overview of all past meeting actions, you can do the following:

• Make sure you have a meeting open and that meeting is linked to a project
• Click the Linked project button in the toolbar at the top of the screen
• Click Open project in the dropdown menu

Access past meeting notes

Sometimes you want to return to one of your previous meeting notes. To access the meeting notes of a past meeting, you can do the following:

• Make sure you have a meeting open and that meeting is linked to a project
• Click the Related meetings button in the toolbar at the top of the screen
• A dialog opens showing all meetings linked to the same project
• Select the meeting you want to access its meeting notes