Follow Up option in the LiveLink allows the meeting organizers to add Follow Up items in a new widget that opens to the left of the main widget.
- Clicking on the 'Select User to assign' field will list all the invitees of the meeting, allowing the meeting organizer to pick one or more users for the follow-up item being created. To add the click on the 'Enter Follow Up Note' field/click & hold on the 'mic' icon and dictate the text which gets added to the field
- The 'Add' button will allow the meeting organizer to add the Follow up item. It gets added to the grid and is displayed as shown.
- The added Follow-Up item has the following details:
- 'Name of the Agenda Item' - Name of the agenda item to get a quick understanding as to which agenda item the follow up item is added to.
- 'Timestamp' when the follow up item was added during the call in Hours and minutes
- Follow up Notes - Organizer can add notes by keying in from the keyboard or from the microphone by holding down the mic button and dictating the notes.
- 'Assigned to' Label and the assigned person along with his icon and name as shown Note: Assigned to Label is displayed only when a person is assigned to every follow up item.
- Resolve / Complete - Displayed to all attendees of the meeting. Clicking on this will set the follow up item to Resolved.
- Delete - Displayed only to the organizer allowing to delete the follow up item
- Once a Follow Up item is added, the follow-up item icon on the agenda item tile turns blue, indicating that the agenda item has one or more Follow-Up items added.
- Once a Follow Up item is resolved by any of the attendees, the icon/name of the user is updated under the 'Resolved By' label as shown.
Resolved Follow-up Item
Non-Organizer / Attendee
- Attendees will just see the Resolve button and not the Delete button, allowing to resolve a Follow Up item by clicking on the button
Device Screens - Follow Ups
Follow Up Item Option:
The functions remain same as on the Desktop Version
Assigning & Adding a Follow Up:
The functions remain same as on the Desktop Version
Resolved Screen:
The functions remain same as on the Desktop Version
Phone Screens:
Follow Up Item Option:
The functions remain same as on the Desktop Version
Assigning & Adding a Follow Up:
The functions remain same as on the Desktop Version
Resolved Screen:
Last Updated: Dec-11-23