Action meeting
Plan, manage and track client meetings and action items with clarity and accountability.
9 articles
Action Meeting Overview
What types of meetings can I create in ChangeGPS Action Meeting?
How do action items work and who can they be assigned to in ChangeGPS Action Meeting?
What are action templates and how do I use them in ChangeGPS Action Meeting?
Can I filter the action plan document to show only client actions in ChangeGPS Action Meeting?
How do I update action statuses after a meeting in ChangeGPS Action Meeting?
Can I send meeting documents directly to the client from ChangeGPS Action Meeting?
What happens when an action item is overdue in ChangeGPS Action Meeting?
How to use Action Meeting
