GlobalProductivity/Documents

Meeting Minutes & Action Tracker

Name: Meeting Minutes & Action Tracker
Price: 29 USD

Meeting minutes, attendance, decisions and action-item tracking with next-meeting carry-over

Odoo 20.0Odoo 19.0Odoo 18.0

Compatible with Odoo 18.0 · 19.0 · 20.0

OPL-1 license · 35+ languages · Community & Enterprise

Meeting Minutes & Action Tracker

Meeting minutes, attendance, decisions and action-item tracking with next-meeting carry-over

Meeting Minutes & Action Tracker turns every meeting into a documented, followed-up record instead of a scattered chat note. Agendas, attendance, decisions and action items all live on one meeting record, action-item owners get notified automatically, and open items can be carried forward to the next meeting so nothing is silently dropped between sessions.

Key Features

Agenda & Attendance

Build an ordered agenda with presenter and planned duration per topic, invite participants with a chair/secretary/participant/optional role, record attended/excused/absent, and get a live attendance-rate percentage.

Decision Log

Log the decisions actually taken during a meeting, optionally tied back to the agenda item that produced them, with a named follow-up owner.

Action Items with Notifications

Assign an owner, due date and priority to each action; status flows open to in progress to done, and the assignee is notified by activity and chatter the moment an action is created or reassigned.

Open-Action Carry-Over

A Create Next Meeting wizard lets you pick which still-open actions travel forward to the follow-up meeting, keeping the thread continuous across sessions.

Open-Action Dashboard

A single list, kanban and pivot view of every open action across all meetings, broken down by assignee and due date, with automatic overdue flagging.

Meeting Minutes PDF

A printable QWeb report renders the agenda, attendance, decisions and action items of a closed meeting for distribution or archiving.

Auto-Generated Summary

Each meeting computes a plain-text summary of attendees, decisions and open actions, ready to paste into an email or chat message without re-typing the minutes.

No Calendar Dependency

Meetings, agendas and attendees are modelled natively on top of base and mail, so the app works on a bare Community install without requiring the Calendar app.

Use Cases

✓Keep a documented record of a team, board or client meeting including who attended and what was decided

✓Make sure every action item raised in a meeting has a clear owner, due date and follow-up notification

✓Carry unfinished action items forward automatically when scheduling the next recurring meeting

✓Give managers a single dashboard of every open or overdue action across all meetings

✓Print or share a formal meeting minutes PDF after a meeting is closed

Screenshots

01 Meetings Kanban

02 Meeting Form

04 Open Actions Kanban

05 Action Items Pivot

Why Choose This Module

Meetings generate decisions and commitments that are easy to lose track of once everyone is back at their desk. This tracker keeps the agenda, the decisions and the action items on one record, chases the people who owe follow-up automatically, and carries open work forward so a recurring meeting never starts from a blank page.