A meeting's Actions register is its schedule of actions, grouped by agenda item, just like the minutes. The AI writes the actions it hears into the minutes; use the register for anything you want to be sure of, and to carry actions from meeting to meeting.
Add an action
- Open the meeting and press Actions (under Registers, at the top of the meeting page). It is also step 3 of the Wrap up after recording, where Add action asks only what, who and an optional due date.
- Press Add action, or + Add next to an agenda heading to add straight under it.
- Pick the Agenda item. The Item no. is filled in for you: the first action under item 4 is 4.1, the next is 4.2, and so on.
- Describe the Action, and enter who it is for under Action by. Names from the meeting are suggested.
- Optionally, tick Due date. The quick buttons +7 d, +14 d, +21 d and +28 d count from the meeting date.
- Press Save.
You can type a different number if you need to. SiteMinutes warns you if that number is already used in the meeting.
Actions added before you press Create minutes go into the minutes. Once the minutes are written, change them with the Review chat (see Minutes: review, PDF & send).
Statuses
| Status | Meaning |
|---|---|
| Open | Not started. Shown in red. |
| Ongoing | In progress |
| Closed | Done |
Tap the status mark on the right of a row to move it along: Open → Ongoing → Closed → Open. Tap again if you tapped by mistake.
An action is overdue when its due date has passed and it is not closed. Overdue actions are marked in red.
The tally at the top counts Open, Overdue, Carried and Total. Show switches between Open and All.
All open actions of a project
On the project page, the Open actions tile lists every action still open or ongoing across all the project's meetings, with the number open, ongoing and overdue.
Carry forward to the next meeting
Open actions don't get lost between meetings.
- When you plan the next meeting, choose the same meeting type (for example the next site meeting).
- Under Brought forward, leave Carry forward open actions from … ticked. It shows how many are open, for example "3 open actions from V08-SM-02".
- Press Create.
Every open and ongoing action is copied into the new meeting with its number, text, responsible party, due date and status. Each one shows where it came from, for example from V08-SM-02 4.2. The reference always points to the meeting where the action was first raised, however many times it has been carried.
Carried actions keep their numbers, so new actions under the same agenda item follow on after them. If 4.1 and 4.2 were carried, the next new action is 4.3.
Closed actions stay in the meeting where they were closed and are not carried. The printed agenda of the new meeting (Print agenda & attendance sheet) lists the open actions brought forward.
Edit or delete
Tap an action to edit it. To delete it, open it, press Delete action… and confirm with Delete. Deleting can't be undone. It is usually better to set it to Closed, so the record stays.
When a meeting's minutes are Final, its registers are read-only.