Track actions from one week to the next

Find out how to track action items from a site meeting

Adding information to notes

Notes become clearer and more effective: a status to see at a glance where each item stands, clearly identified owners, linked companies, and a deadline so nothing slips through the cracks.

Your actions are centralized in a table

All actions are centralized in the table called “meeting notes”. Filter its content so you only display what you care about.

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The “guest” and “limited editor” roles can only edit the status and images of the notes they’ve been assigned to.

Life-changing follow-up

For the project manager, running the meeting becomes simpler and more structured; for the on-site operator, it becomes much easier to quickly see what they need to do.

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