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Categories Action Items
Created by Guest
Created on May 22, 2020

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Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit BP-I-89 Ability to put a note and an action item in simultaneously rather than having to close one to go to the other.

add an action live while taking minutes without changing screens Merged

whether a new action item button can be embedded in the notes window and opened while typing minutes - with the current configuration you have to close minutes to list an 'action' and then go back to notes to recommence note-taking.

2 MERGED

Minutes - linking to existing actions

Merged
While writing minutes, it would be very useful to link to existing actions, e.g. See action "Review contract with ABC" The biggest frustration I'm having here is when an existing (incomplete) action evolves and I need to duplicate minutes into two...
almost 6 years ago in Minutes 1