Turn Meetings into Action
Introducing Next Steps: an action item tracker baked right into your meeting agenda 🎉
Get started (free!)Effective meetings need Next Steps
Next Steps makes it simple and easy to assign and follow up on meeting action items – all from your agenda!
Track your team
- Always know what the team is working on
- Make that post-meeting follow-up easy (especially with remote teams!)
- Miss a meeting? See all the outcomes in one place
Make accountability a habit
- Encourage ownership – Next Steps can only be assigned to individuals
- Next Steps are visible to everyone in the agenda, so it’s clear what needs to be done
- You can’t close agenda items until all action items are complete
Stay organized
- Quickly see how many action items are outstanding
- Next Steps deadlines mean nothing falls through the cracks
- Each person’s Next Steps are listed on their Today page
How to track Next Steps with SoapBox
Next Steps is free to all users. Enhanced Next Steps, which includes the ability to assign them and add a deadline, is part of our Pro plan (you'll get a 14-day trial of Pro when you sign up!). Here's how Next Steps works:
Click “Add Next Steps”
Open an agenda item and click the “Add Next Steps” button at the top of the screen.
Describe your Next Step
Input the action item, add a deadline and assign it to a team member.
Check off items as you go
You can’t close an agenda item until all Next Steps are complete, which means no action items fall through the cracks!
Track your progress
The tracker in the top left corner of each agenda item lets you know how many next steps are still open.