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How to create a follow-up from minutes

Turn a decision recorded in the minutes into a follow-up to complete.

If a commitment wasn't turned into a follow-up during the meeting, you can still do so from the minutes once they're drafted.

  1. Open the minutes in question and find the paragraph where the decision or commitment is recorded.

    Capture d’écran, le 2026-10-13 à 16.58.17
    Capture d’écran, le 2026-10-13 à 16.59.30
  2. Click the follow-up icon next to the paragraph.
    Capture d’écran, le 2026-10-13 à 16.54.34
  3. Fill in the follow-up description, then assign an owner and a due date.
    Capture d’écran, le 2026-10-13 à 17.00.56
  4. Click "Create".

The follow-up is immediately added to your centralized follow-up list.

Note : this method works whether the minutes are still in draft or already adopted.

Learn more about your centralized follow-up list →