Track action items

Overview

The Actions page lists every action item across your committee so nothing slips between meetings. You can review outstanding tasks and create a new action from here.

Step-by-Step Guide

1. Open the Actions page

1. From the menu bar, select Actions.
2. Your action items are listed.

2. Create a new action

1. Choose to add a new action.
2. Enter the detail — what needs doing and who owns it — and save.

3. Carry actions forward

1. Outstanding items from previous meetings automatically appear as business arising on the next agenda, so they stay visible until they’re done. See Confirm minutes and business arising.

Good to know

• Action items can also be added directly against an agenda item while preparing or running a meeting. See Add action items and motions.

Page Details

Updated on July 16th, 2026