Outcomes
Add an outcome in the Outcomes block of an agenda item with Add outcome. In the live view, the block sits right below the current topic.
Create a work item from a task
1
Open the dialog
On a task outcome, click Create work item.
2
Choose where it goes
Choose the Space and Project. You can only pick projects in which you may create work items.
3
Check responsible and due date
They are taken from the outcome. If the responsible person cannot open the chosen project, the dialog says so; pick someone else or nobody.
4
Create
Click Create work item. The work item is created and linked to the outcome. Members who cannot open the project see Not accessible instead of the link.
Link work items and pages
An agenda item can point to the work items and pages it is about, up to 20 per item.
The search only offers work items and pages you can open. A linked work item shows its status, assignee and due date.
Each reader sees only the links they are allowed to open. A link to something they cannot open shows not accessible, without its title. A deleted target shows deleted.
When the meeting ends, Collabase records how each linked work item and page stood at that moment. If the target has changed since, the closed meeting shows Changed since the meeting and, next to it, how it stood in the meeting.
Where the meeting shows up
- A work item has a Meetings panel in its side bar. It lists the meetings it was discussed in and the agenda items it was linked to.
- A page shows Discussed in with the meetings it was linked to.
Decisions
Record a decision in the Decisions of this meeting panel with Record decision.
When the meeting ends, the dialog lists every decision once more, so the group confirms them together before the meeting closes.
Change, replace or revoke a decision
A decision has one of three statuses: Valid, Replaced or Revoked. Only a valid decision can be changed.
A closed meeting is read-only. To change one of its decisions, reopen the meeting first, as described in Running a meeting. Every change to a decision after the fact is recorded in the audit log.
The decision register
Open Decision register in the Meetings sidebar. It lists the decisions of every meeting you can see, newest first.
Click Apply filters to update the list. The register follows the same rule as the meetings themselves: decisions of a private meeting appear only for the people invited to it.