From meeting to outcome: notes, decisions, tasks
Record meeting agendas and decisions, assign actions to owners and follow their progress in one place.
Set up a meeting in a few fields
Enter the subject, time and attendees; add agenda items one by one.
- The organizer opens the meeting in their own name
- Agenda items are added and removed one by one
New meeting
Subject
Date
Attendees
Agenda and decisions, item by item
What was discussed and what was decided is recorded as numbered items.
- Notes are stored with the meeting
Meeting notes
- 1Sales targets reviewedAgenda
- 2Campaign starts on 1 NovemberDecision
- 3Training plan to be preparedDecision
Assign the action to an owner
Tie work arising from the meeting to owners and due dates. Standalone tasks can be created too.
- A newly assigned owner receives a notification
- The owner updates the status of their own work
Action
In progress- 1Created
- 2Owner notified
- 3Completed
Work moves through stages
Actions are split into stages and move to the next stage as they progress. You can adjust the stages to your work.
- Due dates can be updated quickly
To do
In progress
Done
A complete status history
Every status change of an action is listed with who changed it and when.
- Sorted from newest to oldest
Campaign plan
Action created
Elif D. · 10/10/2026
In progress
Mert K. · 12/10/2026
Completed
Mert K. · 16/10/2026
Meeting notes are sensitive
Only the organizer, attendees and HR can see a meeting; there is no “everyone in the company sees it” model.
- Managers also see and edit the actions of employees on their direct team
Meeting notes
Visibility
- OrganizerSees and edits
- AttendeeSees
- HR Specialist+Sees all
- Non-attending employeeCannot see
The screens shown use sample data.
How it works
1Create the meeting
With agenda and attendees.
2Enter decisions and actions
Assign them to owners.
3Follow progress
With the status history.
Works well together
Employee Records
Attendees and owners are picked from employee records.
Frequently asked questions
Must an action belong to a meeting?
No. An action can come out of a meeting or be a standalone task.
Can an owner update their own action's status?
Yes. Editing belongs to the creator or HR, but the owner can update the status.
Who sees meeting notes?
Only the organizer, attendees and HR.
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