Find decisions in the meeting items
Find the items of approved minutes across meetings by type, keyword, folder and date.
- For: All members
- About 3 min
What you need
- The minutes that hold the item have been approved.
- The meeting is saved in a folder you are a member of.
Steps
Open Meeting items
TipIt lists the items of the latest approved version of each meeting’s minutes.
TipIf you typed a keyword or dates before pressing the tab, they narrow the list too.
CautionTyping alone does not change the list: the conditions apply when you press Search, press Enter in the keyword field or press a type tab.
TipHow to use My item list is explained in “Save to My list”.
TipAn item marked No evidence is not linked to anything said in the meeting.
This screen is for finding items; it does not track their progress. Track your own status and due dates in My item list, and your team’s progress in the tool you already use.
When you finish
You can check the item you were looking for and the approved minutes it came from.
If something does not work
The item I am looking for is not shown
Items of meetings whose minutes are still Draft are not shown. They appear once the person who recorded the meeting approves them.
Items of deleted meetings and of folders you are not a member of are not shown either. If it says There are no approved meeting items yet. with no condition entered, none of the meetings you can view has approved minutes yet.
Changes made after approval are not shown
When approved minutes are revised, the items of the previously approved version are shown until the revised version is approved.
It says no items match the conditions
No items match these conditions. appears when a type tab, a folder or dates, with or without a keyword, leave no item. Press Clear conditions to remove the conditions and see every item again.
No item matches the keyword
On the All tab with only a keyword entered, a miss says No items matched “X”, where X is the keyword you typed. Only items that contain exactly what you typed are found: use fewer words, or press Clear search to see every item again.
It says the items could not be loaded
Check your connection and press Reload.
Related guides
Save to My list
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