Sometimes you may want to assign an action from one meeting to another meeting. 


With Fluid its easy!


When capturing your meeting content you can not only assign your actions to any ONE in Fluid - but also any THING!

  • Create the item;
  • Open assignee dialog and click on the filter on the Other Assignees input box;
  • Select Meetings;
  • Search for the title of the meeting you would like to assign the item to. 




The assigned item will remain visible on both the meeting Dashboards with both meetings enjoying full visibility of all updates to the action or decision.



Use Case 1: Assigning actions between meetings


At ACME Bank the Business Banking ExCo are awaiting feedback from their management team on their plans for a restructure and so an action is assigned FROM the Business Banking ExCo TO the Business Banking Management Meeting in the way outlined above. The session is concluded and the minutes issued.


By expanding out the 'Received From' filtering on the left of their dashboard the Business Banking Management Meeting can see they have been sent an action from the Business Banking ExCo. From their meeting Dashboard the owner of the Business Banking Management Meeting can update a status on the action, provide feedback and add attachments....




... All 100% visible the the Business Banking ExCo on their own meeting Dashboard!





Use Case 2: Escalations


At ACME Bank the Business Banking Management Meeting has a really important deliverable in preparation for a government audit that they need to escalate to the Business Banking ExCo. The Business Banking ExCo will need visibility of progress and be expected to 'OK' the final outcome. 


In one of their meetings the Business Banking Management Meeting creates an action and assigns it to the 2 people accountable for the deliverable. They also assign it to the Business Banking ExCo as an additional assignee. The session is concluded and the minutes issued.


From their meeting Dashboard the Business Banking ExCo can track updates on the item - with an overview of status for all assignees. They can provide their input and, as an assignee to the item, they can maintain an open status until the ExCo is satisfied with the outcome delivered.




By clicking on the title of the item the Business Banking ExCo can open the dialogue, see all the assignees and where they are in their progress, view all the comments and access any attachments.