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Action Tracking and Meeting Minutes Follow Up

ActionBase for Action Tracking and Meeting Minutes Follow-Up

Challenge:

We spend long hours in meetings, where many tasks are planned and action items are assigned. E-mails, document and Excel sheets are the most easy way to execute and follow up on these action items, as everyone has them and everyone knows how to use them. But using these familiar tools presents some problems.

As a result:
  • Important action items fall through the cracks.
  • Wasted time due to unproductive meetings.
  • Decisions are not implemented and deadlines not met.
  • Over flooded mailboxes.
  • Information is buried in documents and managers lack a clear pictures of the updated status.
  • Repeating mistakes.

Solution:

ActionBase allows you to write your meeting minutes and assign action items within a Word document and then track and follow up on these tasks using Outlook. With ActionBase, your enterprise saves precious time and resources, as meetings become more efficient, action items are tracked and monitored, and bottle necks are detected on time. ActionBase allows all meeting participants to remain updated regarding tasks assigned at previous meetings. At the touch of a button, open tasks are forwarded to the latest meeting, ensuring nothing falls between the cracks.

  • Generate, distribute and follow up on meeting minutes and their action items.
  • Create action items and subsequent tasks for follow up and monitoring the entire process.
  • Customize action items to support organizational activity management.
  • Monitor effectively using the system's reports, alerts, reminders and search mechanism.

Key benefits:

  • Track any action to completion in a timely manner.
  • Improve visibility and accountability to tasks and action items.
  • Stay updated – gain real time status and a bird's eye view.
  • Keep a complete system of records for a full audit trail.
  • Remain within your working environment – Word, Outlook and Excel.