What are some best practices for managing action items?
Seeking input from the Wrike community on managing action items arising from meetings. Currently, we document our meeting notes within Wrike tasks, using a table in the description for action items, assignees, and due dates. However, we face challenges when certain action items need to be integrated into the project plan rather than just remaining in meeting notes.
How do you effectively manage and track action items post-meetings?
Ashley Fischer We sometimes create tasks in other projects/folders as need for action items and then paste the perma-links into the description of our meeting task. It acts as kind of a list/directory and you can see the statuses. Maybe something like this would work for your team?
Hi Ashley, Just sent you an email about this but let me post here to help more Wrike users reading this post:)
You can try AI subtask creation and cross-tagging.
Aybüke Novosad Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Aybüke Novosad Wrike Team member Become a Wrike expert with Wrike Discover
We also use the AI subtask creation from meeting notes, then tag those subtasks that are created into specific projects and detach them from the meeting notes task (so they appear independently in the project and not nested under which meeting).
Was coming here to bring it up but I see it's been mentioned so just adding a third to the AI subtask creation and then tagging it around.