Action items in ChangeGPS Action Meeting are tasks that arise from the meeting and need to be completed before the next meeting or by a specified due date. Each action item has a description, a responsible party, a due date, and a status (Outstanding or Completed). Actions can be assigned to three types of responsible parties: Client (for tasks the client needs to complete, such as gathering documents or signing forms), Accountant (for tasks your practice needs to complete, such as preparing a tax return or lodging a BAS), or a Named Person (for tasks assigned to a specific individual by name). After the meeting, ChangeGPS Action Meeting tracks overdue actions and sends automated reminders to the responsible party when a due date has passed.
How do action items work and who can they be assigned to in ChangeGPS Action Meeting?
Explains how action items work in Action Meeting and how they are assigned, managed, and followed up across meetings