1. Navigate to the Meeting
From the Team Dashboard, click on the Meetings tab in the left-hand navigation sidebar.
Select the specific meeting from the Upcoming Meetings list.
2. Access Agenda Item Options
Locate the Agenda section.
Find the specific agenda item you wish to update.
Click the action menu icon (plus or three-dot icon) on the far right of the agenda item row.
3. Add a New Action
Select Add action from the menu.
In the dialog box:
Enter a Summary for the task.
Provide any optional details such as description, assignee, or due date.
Click Save & close. The new action will now be nested under the agenda item.
4. Link to an Existing Action
Open the agenda item options menu again.
Select Link an action (or the link objective/action option).
In the search dialog:
Locate the relevant task from the list or use the search bar.
Click the checkbox or selection button next to the desired item.
Click Add link.
The existing action will now be associated with and visible under the agenda item.
How to view previous meetings