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Petear - paperless meetings

Create an actionlist

With a meeting an action list can be created. In an action list an action point can be assigned to a participant.

1

Click on [My meetings] and successively the meeting where you do want to create an action list for.
Click the part “Action list” the button [Add action]. The window of the action list is now shown.

2

Add a number behind "actionnumber". Behind “Action” the action to be executed can be entered.
You can assign an action by selecting “Executor” from the drop down list and make a selection from the list with participants.

3

With the expiration date a date can be selected when the action needs to be executed.
Click [Save] to store the action point.

Copying action points from a different meeting

It is also possible to select an action list form a different meeting to the current meeting.

1

Click in the action list the button [+copy action point].
Select in the window “Copy action point” the date, the calendar is now shown.

2

Select in the calendar the date of the meeting where the action point needs to be copied from
(Dates with a meeting are shown in a colored cell).

3

As soon as a date is selected, the meeting with the available action points is shown.
Select an action point with the right arrow.

4

The action point is moved to the right column, action points are copied to the action list of the current meeting as soon as [Saved] is selected.

5

The double arrows make sure that all the available action points of a column are changed.
It is not necessary to select them. Click [Save] to copy the action points.