The most efficient way to organise meeting action items

Does this sound like you?

• Do you write down a list of items to cover in a meeting and then the action items post meeting get lost?

• Do you find yourself sending out post meeting notes and the action items get forgotten about?

• Are you looking for a simple way to keep track of all meeting agenda items?

What you will need:

1. A free account with ClickUp* (you can sign up here)

*If you don’t know what ClickUp is, you can read the blog post on why everyone should have a ClickUp account

Now, let’s say that for this tutorial, you are a wedding planner and you are meeting with your client every fortnight to plan, manage and successfully execute this wedding. Before each meeting with your client, you will put together a list of agenda items that will require actioning post meeting. Let me show you the most simple and streamlined way you can keep track of all meeting tasks.

Instructions:

1. In your ClickUp account, within your chosen list, you will need to create a new task and call it “next meeting”.

2. Under this you are going to create a subtask and call it “Meeting action items”.

3. Underneath this subtask, you will then create different subtask for all of the action items that you will need to execute between this meeting and then next scheduled time.

So far you should have something that looks like this:

Now that you have a list of action items to address at your next meeting with your client, now we can manage the timeline dates and assignees responsible.

Next steps:

4.