After the meeting
Outcomes, recaps and action items
Turn the session into decisions and action items, email the recap and schedule the follow-up.
Draft and finalize
- Open Outcomes and choose Draft outcomes. Decisions, action items, risks and open questions are read from the board and the transcript.
- Edit the text, owners and due dates. Set the next session's date and agenda.
- Choose Finalize. You can create the next session, email the recap to the workspace, and also send it to people outside it.
People outside the workspace who receive the recap get an invite to view the board, for their address only.
Action items
Action items gives everyone their list across sessions, with what is due soon. The day before a follow-up, owners are asked privately whether they are still on track, blocked, need more time, or are done.
Follow-through
Each person sees their own kept-promise rate: how many action items were done by their due date. Admins see team totals only.
Why did we decide that?
Decision cards link to the moment they were made: the lines of the transcript around it, who spoke, the options set aside, and the board as it was.