Follow up on decisions
When the minutes are saved, the decision ends up on the "Decisions" tab in the left menu.
Decisions can have different statuses, some are counted as active and others are archived.
- Not started (counted as active)
- In progress (counted as active)
- Done (counted as active)
- Down prioritized (counted as active)
- Postponed (counted as active)
- Approved by the board (counted as archived)
- Deleted (counted as archived)
- Archived (counted as archived)
When the person in charge or someone else initiates the decision-making process, they can change the status to 'In Progress' and then to 'Done' when it is ready. When the board reviews the decision and approves it (e.g., at a board meeting), the status can be updated to 'Approved'.
The "Decisions" view in the left menu has four tabs:
- My active decisions: This list includes decisions that you are listed as responsible and are active, as described above.
- Active decisions: In this tab, you will see all active decisions.
- Archived decisions: Here, you can view all archived decisions.
- All decisions: in this tab, you will see all decisions, active and archived
To view more information about the decision, click on the title of the decision.
From here, the status can be changed, and each decision can be commented on. It is also possible to remind the person responsible.
Decision follow up on Agenda
If the agenda item is set to "Decisions follow up," the person writing the agenda can add decisions by clicking the "Add decisions" button.
You can search or filter by when the decisions were created or by state. To add decisions, click the "Add" button.
The agenda appears as follows in the preview when decisions have been added.
Decision follow-up on Minutes
An item in the minutes of the type Decisions shows the same list of decisions as on the agenda in edit mode. However, only the decisions that changed status during the meeting are included if you click "Show minutes" or download the minutes as a PDF.
Decision follow-up in reports
To add decision follow-up to the creation of reports, click on the "Add element" button.
Click "Decisions follow up" to add the element to the report.
When you click on that icon, you can choose from all decisions by clicking "Select decision".
Select the decisions to include in the report by clicking "Add".
Now, the decision follow-up is included in the report.