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 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 starts processing a decision, they can change the decision to In progress and when it is ready to Done. When the board takes up the decision and approves it is ready (e.g. at a board meeting), the status can be changed to Approved.
The "Decisions" view in the left menu has four tabs:
- My active decisions: This lists decisions that you are listed as responsible for and are active as above.
- Active decisions: in this tab, you will see all active decisions.
- Archived decisions: here, you can see all archived decisions.
- All decisions: in this tab, you will see all decisions, active as 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.
It is possible to search or filter by when the decisions were created or by state. Add decisions by clicking the "Add" button.
The agenda looks like this in the preview when you have added decisions.
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 the 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, there is an icon on the far right.
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.