Meeting Notes Template
Guides / Minutes and records

What Are Action Items?

An action item is a single task that comes out of a meeting, with one named owner, a due date, and a plain description of what “done” looks like. If one of those is missing, the item isn’t fully assigned yet. Don’t drop it: write the gap down as “No owner” or “Not set” and fill it in, as shown below. Write each one so that someone who missed the meeting could check a week later whether it happened.

The examples use Fernhill Studio, a fictional design studio we use as a sample across this site. Maya Okafor runs the Tuesday team meeting and Priya Nair takes the notes.

The four parts of an action item

For a meeting that repeats, add a short ID (A1, A2, A3) that never changes, so you can ask “where’s A2?” three weeks later without retelling the task. How to write meeting minutes covers where action items sit in the rest of the record.

Action item examples: weak vs strong

Most weak action items aren’t wrong, they’re unfinished. Each one below was missing at least one of the four parts.

Weak Strong What was missing
Budget: Daniel Send the revised Q4 budget to finance. Owner: Daniel. Due: Oct 16. Done when: budget emailed to finance. A verb and a finish line
Onboarding stuff for the new hire Draft the onboarding checklist for the new studio coordinator. Owner: Sam. Due: Oct 20. Done when: draft shared with Maya. Owner, date and finish line
Look into new scheduling software Compare two scheduling tools on price. Owner: Rosa. Due: Nov 6. Done when: comparison sent to the team. A task you can finish, and a date
Marketing to follow up with the printer Ask the printer for a corrected proof of the spring flyer. Owner: Jordan. Due: Nov 4. Done when: proof in the shared folder. One person instead of a department
Everyone review the handbook changes Collect all five supervisors’ comments on the handbook changes. Owner: Lena. Due: Nov 10. Done when: comments sent to HR in one document. An owner. “Everyone” means nobody chases it
Fix the website hours ASAP Change the Saturday hours on the contact page to 9 a.m. to 1 p.m. Owner: Marcus. Due: Oct 30. Done when: new hours visible on the live site. What exactly to change, and a real date

A format you can copy

One line per action item:

A[number]  [Verb] [the thing]. Owner: [one name]. Due: [date]. Done when: [something you could check].

A2  Draft onboarding checklist for new coordinator. Owner: Sam. Due: Oct 20. Done when: draft shared with Maya.

Once you have more than a handful, a small table is easier to scan. Paste this into a doc, an email or a spreadsheet:

ID  | Action           | Owner    | Due  | Status | Done when              | Latest note
A1  | Verb + the thing | One name | Date | Open   | Evidence you can check |
A2  |                  |          |      |        |                        |
A3  |                  |          |      |        |                        |

If you track action items across several meetings, the action items tracker adds a column for which meeting each item came from and a separate list for closed items.

If you jot items in shorthand during the meeting (“A: Sam to draft the onboarding checklist by Oct 20”), the notes to minutes tool turns them into this table and lists any item still missing an owner or a real date.

One action item over three weeks: A2 at Fernhill

Here’s what happened to one action item across three of Fernhill’s weekly meetings, in the wording from Priya’s notes.

Week 42, October 13: written down

The meeting decided that the new studio coordinator starts Nov 9, and that Sam owns the onboarding checklist. Priya turned that decision into A2: “Draft onboarding checklist for new coordinator,” owner Sam, due Oct 20, done when the draft is shared with Maya.

Week 43, October 20: nobody mentions it

A2 was due the day of the meeting, and nobody brought it up. Priya didn’t know whether it was done or late, so she marked it “Needs confirming” with the note “Not discussed today.”

Week 44, October 27: re-dated, with the old date kept

This time A2 was asked about by name (the Week 44 agenda in how to write a meeting agenda puts it first). Sam said it was half done and he needed Maya’s input on IT access. Priya marked it “Rescheduled” and kept the old date in the note, so anyone reading later can see it slipped ten days and why:

A2  Draft onboarding checklist for new coordinator. Owner: Sam. Done when: draft shared with Maya.
Oct 13  Created. Due Oct 20.
Oct 20  Needs confirming. Not discussed today.
Oct 27  Rescheduled. Half done, needs Maya's input on IT access. Was Oct 20, now Oct 30.

The example ends at Week 44 with A2 still open. When it closes, the note should name the evidence (the draft shared with Maya, and when), not just say “done.” Other items in the same series show the two other endings: A5 closed when Alicia, the client contact at Harbor & Pine, emailed the photo selection on Oct 26, and A8 was cancelled when the team decided to stay with its current newsletter tool. All three weeks are in the meeting minutes example.

Action item, decision or open question?

These three get mixed up in notes all the time, and each needs something different from you.

Type What it is What to write Fernhill example
Decision Something the group agreed One plain sentence The new studio coordinator starts Nov 9.
Action item Something one person has to do Owner, date, done looks like A2: Sam drafts the onboarding checklist by Oct 20.
Open question Something nobody can settle yet Who brings the answer, and when Offsite budget cap. Maya decides once Daniel has two venue quotes.

They feed each other. At Fernhill, that open question from Week 43 became a decision in Week 44 (offsite budget capped at $4,500), and the decision let Daniel pay the venue deposit.

What to do when nobody takes an action item

At Fernhill, A3 (book venue for December offsite) went into the Week 42 notes as “No owner” with no due date. It sat that way for a week until Daniel took it in Week 43, due Oct 30.

  1. Write “No owner,” not a guess. Whoever you guess will find out from the notes and dispute it.
  2. Ask once, out loud, before the meeting ends. “Who’s taking the venue?” Often someone will.
  3. If nobody does, put it first on the next agenda. The person running the meeting either assigns it or the group decides it doesn’t need doing.
  4. Hold the due date until there’s an owner. A deadline nobody is holding isn’t a deadline.
  5. If it’s still unowned after two meetings, ask whether it matters. Cancelling it on purpose beats carrying it forever.

Status words, and why “needs confirming” exists

Keep the list short and use the same words every week. These five cover almost everything:

Status Use it when Write next to it
Open The work isn’t finished and the due date hasn’t passed Latest progress, if any
Done You have the evidence named in “done when” The evidence and its date: “Emailed to finance Mon Oct 19”
Needs confirming Nobody mentioned it, or someone says it’s done but there’s nothing to show it Why: “Not discussed today” or “Nothing from the client yet”
Re-dated The owner agreed a new due date Both dates and the reason: “Was Oct 20, now Oct 30”
Cancelled The group decided not to do it The decision that cancelled it. Don’t delete the row

Fernhill also uses “On hold” for an item waiting on someone else’s decision (A4 waited for legal), and Priya writes “Rescheduled” for “Re-dated.” Any small set of words works if it stays the same.

“Needs confirming” exists because the other choices force a guess. If an item doesn’t come up, marking it done may be wrong and marking it late may be unfair. A2 in Week 43 is the first case. A5 is the second: Priya said the photo selection “should be sorted,” but nothing from the client confirmed it, so it stayed “needs confirming” until the client’s email arrived. The status is a reminder to check, not a judgment. Clear it with a one-line message to the owner.

To check a whole list at once, paste last meeting’s action items and this meeting’s updates into the action item follow-up tool. It lists what closed, what moved and which items nobody mentioned, and it never marks an item done on its own.

Sending the action items after the meeting

When someone asks you to “send the action items,” they want a list they can read in a minute, not the full notes.

Follow-up email after a meeting has full email templates that also cover decisions and open questions.

FAQ

Can an action item have two owners?

Two people can work on it, but only one owns it: the person who gets asked “where is it?” at the next meeting. Name the helper in the task itself: “Draft the newsletter schedule, with input from Sam.”

What if nobody can agree on a due date in the meeting?

Write “Not set” and add who will set it and by when: “Owner to confirm a date by Thursday.” An item that stays “Not set” for more than a week is drifting the same way an item with no owner does.

Is “discuss X next week” an action item?

No. That’s an agenda item for the next meeting. If something has to happen before the discussion, like getting a quote or reading a draft, that preparation is the action item, with its own owner and date.

How big should one action item be?

Small enough that one person can finish it. “Plan the offsite” is a project. “Book venue for December offsite” is an action item. If a task needs several people doing different steps, split it into separate items with their own IDs.

Templates for this

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