Build your meeting action tracker.

How to build your meeting action tracker

1. 1

   Describe the job

   Turn meeting decisions into owned actions with due dates and clear follow-up.

2. 2

   Review the first version

   Choose how the project coordinator records the meeting reference and how the workstream owner reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your meeting action tracker

• Keep the meeting reference in context

  Keep meeting reference, decision, action owner, due date, evidence and closure together so the next person can understand the request or record.

• When the next step needs a decision

  A launch meeting assigns a supplier follow-up for Friday. Notes say discussed but no owner accepted it; leave the action unassigned until an owner confirms, and close only against the recorded reply.

• Keep closure visible

  Keep an action unassigned until someone accepts it and open until the reply is recorded.

• Choose what each person needs

  Give the project coordinator a working view and the workstream owner a review view. Keep meeting reference and decision attached to the decision as the work moves between them.