Manage a linked action item
Find information on managing linked action items.
You can create action items and link them to a meeting topic. The linked action items are displayed in the Topics grid and not in the Links panel.
Note:
- Linked action items are created with the first non-draft status.
- Linked action items are visible in the Topics grid if you have access to them.
- Assignees for linked action items don't automatically have access to the meeting. If they need access, add them to the list of meeting attendees or courtesy copies.
- If a meeting or meeting topic is deleted, its linked action items are not deleted.
Open a linked action item
Instructions on opening a linked action item from a meeting.
- On the Topics tab, select
(Open) on the left side of the topic row.
- On the action item row, select
(Open).
- To view more details, select
(Expand) in the right panel.
Create and link an action item to a topic
Instructions on creating and linking an action item to a meeting.
- On the topic row, select
(Create).
- In the right panel, enter the details for the action item.
- Save as follows:
- Select Save.
- To add and link another action item to the same topic, select Save + Add another.
Edit a linked action item
Instructions on editing a linked action item.
- On the topic row, select
(Open).
- Edit the linked action item as follows:
- In the action item row, change the details in the editable columns such as Status.
On the action item row, select
(Open), select
in the right panel, and then edit the details.
Delete a linked action item
Instructions on deleting an action item linked to a meeting.
- On the topic row, select Right arrow icon
(Open).
- On the toolbar, select
(Save).
