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Overview
Give Every Meeting Decision a Clear Owner
The Meeting Action Tracker is your comprehensive solution for meeting follow-through, from logging the meeting to completing its action items.
With features like meeting-linked tasks, color-coded status and overdue escalation levels, it shows what is done and what has slipped.
Dashboard
Your Overview of Meetings and Follow-Through
Five Filters: Narrow by team member, status, department, or a start and end date.
Eight Headline Figures: Meetings, tasks, high priority, in progress, completed and canceled counts, average days overdue and completion rate.
Three Charts: Task Distribution by Team Member, Meeting Frequency Overview and Performance Velocity Trend.
Meeting Log
Log Each Meeting With an Auto-Numbered ID
Auto Meeting IDs: Each meeting is numbered for you as MT-0001 and on.
Type & Department: Pick both from dropdowns built from your Settings lists.
Attendees & Summary: Note who attended and what was discussed and decided.
Tasks Tracker
Turn Action Items Into Assigned Tasks
Linked To Meetings: Each task gets an auto ID and the Meeting ID it came from.
Color-Coded Status: Priority and status are colored; completed rows turn green, canceled rows red.
Days Remaining: Counts down to the due date and turns red and negative when past due.
Summary Boxes: Total tasks, each status count, completion rate and overdue rate.
Overdue Alerts
Catch Anything That Has Slipped
Fills Itself In: Every task past its due date that isn't completed or canceled is listed, with its days overdue.
Escalation Levels: Up to three days is a Warning, four to seven is Critical, and anything longer is Escalated.
Settings Tab
Set Up Your Lists in One Place
List up to 10 meeting types and up to 10 departments.
Then add up to 25 team members, each with an email address.
Every dropdown elsewhere in the tool reads from these lists.
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