Fluid offers a streamlined way to manage actions and discussions across various meetings, boosting efficiency and strategic planning. 

This guide explains how to use Fluid to assign meeting items from one meeting to another, ensuring everyone stays on the same page. 

How to Assign Meeting Actions to Another Meeting

1. Add an action item to the meeting session.

2. Select the Advanced link from the right hand side menu.

3. In the action dialog, scroll down to the assignee section and expand the assignee type menu.

4. Select Meetings.

5. Search for the meeting title where you want to assign the item and select it. 

Once assigned, the item will be visible in both meeting dashboards, allowing for comprehensive updates and visibility.

Practical Applications of Cross-Meeting Assignments

Case Study: Action Assignment at ACME Bank 

• Situation: The Business Banking Executive Committee (ExCo) at ACME Bank needs feedback on a restructuring plan from the management team. 
• Action: An action item is created in the Business Banking ExCo meeting and assigned to the Business Banking Management Meeting. 

• Outcome: The action is tracked and managed through both meetings' dashboards, enhancing transparency and collaboration. 

The owner of the Business Banking Management Meeting can update the action status, provide feedback, add attachments, etc...

... All updates 100% immediately visible in the Business Banking ExCo meeting dashboard!

Case Study: Escalation Process at ACME Bank 

• Situation: The Business Banking Management Meeting needs to escalate a crucial deliverable for a government audit to the Business Banking ExCo. 
• Action: The item is created and assigned to the ExCo, along with two accountable individuals. 

• Outcome: The ExCo can track progress, provide feedback, and ensure satisfactory completion through their dashboard. 

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

Benefits of Using Fluid for Meeting Assignments 

• Improved Collaboration: Fluid enables seamless communication and collaboration between different teams and meetings. 
• Strategic Management: Assigning actions across meetings supports a more structured approach to managing business discussions and tasks. 
• Enhanced Visibility: Both meetings have complete insight into the progress and updates of the assigned actions.

By utilising Fluid's cross-meeting assignment feature, teams can foster a more connected and efficient work environment, ensuring that crucial tasks are addressed and followed up in a timely and organised manner.