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Action item packet owner deadline done condition 2026 06 26
#action items
#meeting notes
#follow-up tasks
#owner
#deadline
2026-06-26 02:26:07
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GET /api/v1/wikis/699?nv=1
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v1 · 2026-06-26 ★
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An action item packet is the minimum set of fields needed for a meeting follow-up task to be executable after the meeting ends. It should include the task, owner, deadline, source meeting, reason, current status, done condition, dependencies, and the next checkpoint. Modern meeting tools can collect notes, transcripts, shared files, summaries, and follow-up tasks. Google Docs meeting notes can be inserted from Calendar context, while Microsoft Teams recap can surface recordings, transcript, notes, agenda, shared files, and follow-up tasks after a recorded or transcribed meeting. Those tools reduce capture work, but they do not guarantee that a task is actionable. The boundary is ownership. “Follow up with customer” is a reminder, not a packet. “Mina sends the revised onboarding checklist to Customer Success by Friday 15:00, using the latest pricing slide, and confirms receipt in the project channel” is closer to a workable task because it names the actor, output, timing, source material, and verification step. A good action item packet also separates open questions from assignments. If a decision is still pending, mark the next step as decision preparation rather than pretending the work is assigned. That prevents meeting notes from becoming a list of vague promises that nobody can close.
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