Vtalksapp
Action Tracker

Board meeting / open items across 4 meetings

Who promised what, by when. And a kind nudge.

Every confirmed action item has an owner and a due date. Vtalksapp reminds people before the deadline, lets them close items with a reply, and brings open items to the start of the next meeting.

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Action Tracker / this week3 of 5 done
  • NM

    Confirm raw material ETA

    Neha

    Done
  • RK

    Revised quote to Pharma client

    Rohit

    Done
  • SJ

    Update pipeline in CRM

    Sanjay

    Done
  • AK

    Board pack: audit committee note

    Anil

    Due Thu
  • MV

    Society AGM notice to members

    Meera

    Due Fri
Reminder to Anil goes out tomorrow at 9:00 on WhatsApp

1 day

default reminder before due

3 channels

email, Slack and WhatsApp

Auto

carried into the next agenda

One list

across every meeting

Clear owners

Every item has one owner and one date. Shared items show a lead and supporters.

Gentle reminders

A polite nudge the day before, and on the day if it is still open. Owners choose their channel.

Close by reply

Reply done on WhatsApp or Slack and the item is marked complete with a timestamp.

Matters arising

Open items from last time appear at the start of the next meeting in the series, so they are discussed, not forgotten.

My promises

Each person sees everything they owe across all meetings, sorted by date.

Sync to your tools

Push items to Jira, Asana, Zoho CRM, HubSpot or Salesforce, and keep status in sync both ways.

How it runs

From something said in a meeting to something done.

  1. 1

    Item confirmed

    The meeting owner approves the action item, owner and date in the minutes.

  2. 2

    Owner notified

    The owner receives the item with a link to the moment it was agreed.

  3. 3

    Reminder sent

    Before the due date, a reminder goes out on the owner's chosen channel.

  4. 4

    Closed or carried

    Done items are ticked. Open items are carried to the next meeting's agenda.

Questions

Next: Meeting Library

Yes. The owner can propose a new date with a reason. The meeting owner sees the change in the next agenda.

Only if the meeting owner allows it. External guests can receive their items by email.

Admins and meeting owners see open and overdue items for their meeting series. Individuals always see their own.

Minutes of your next meetingAgenda item 7 of 7 / Any other business

Proposed

That this team stops losing what was said in meetings, starting this week.

Seconded

Everyone who has ever asked "who was supposed to send that?" after a call.

Resolved

  • Run Vtalksapp in your real meetings for 30 days, up to 10 users.
  • No card at signup. Recording only with everyone's consent.
  • Keep the minutes, transcripts and action items whether you stay or not.

Signed for the team

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Motion carried. Action item assigned to you, due today.