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Meeting Notes

Use the Meeting Notes icon to add meeting notes and create action items. 

When the company level is selected in the left navigation, users can read meeting notes. All users can read all meeting notes created by anyone in the company, unless they have been marked Private. When a user has unread notes, a red bell appears in the Meeting Notes icon.

Use the Show All Meeting Notes arrow to expand a drawer of options where you can choose to view My Meeting Notes (notes you created), New Notes (unread notes), Seen Notes (previously viewed notes), or Archived Notes (notes you created that have been archived and can be restored).

You can also use the Search field to search for a note by its title. Use the Export to Excel button to export a list of meeting notes into Excel.

Only 500 meeting notes will be stored. Notes will be archived after 500 with the oldest notes archived first.

To add a meeting note, a team level needs to be selected in the left navigation. Then, the Add Meeting Note button will appear.

After you have clicked the Add Meeting Note button, enter a title for your meeting and use the Add Attendee button to search for and add users in your company to the note. Mark the note as Private by changing the toggle next to Public Note. Only the attendees added will be able to see the note once it's marked as Private.

Your note will automatically be dated with a date but that can be adjusted by clicking the calendar icon. You can also export this note to Excel.

Under the Decisions tab, type in your notes. Be sure to click Save Note. 

In the Action Items tab, you can click Add Action Item to start creating a checklist.

Enter a title, search for and select a user in your company as the Owner, and select a Due Date.

Once the item is complete, the checkbox can be clicked and the title will be struck through to indicate completion. The trash can icon can be clicked to delete the action item.

After your note has been saved, the Edit button can be used to make edits to your note or to archive it.

If the Edit button is grayed out, it means another user created the note and you cannot make edits or archive it but you can read it. Company Admins can edit any note.

Use the Documents tab to upload a document or add a URL to your note. 

Tasks 

The Tasks feature in the Achieve Outcomes dashboard helps users track action items efficiently. Users can view all tasks, filter them based on their assignments and task type, and search for the name of a task.

The task types include:

• Checklist Item

• Obstacle

• Meeting Action Item

The Task summary grid provides a structured view of tasks, showing the total number of tasks, and the number of tasks per type. 

Each task is displayed with key details:

• Task Name
• Status
• Card Title and Type 
• Due Date
• Owner

These columns can be sorted and filtered, and selecting the title of the card will open the corresponding card in a new window.