Keep track of your team's decisions, whether they result directly from a meeting or are made independently.
Decisions can be logged directly on a meeting’s agenda or independently when they arise outside of meetings. All decisions are stored in the shared Decision Log, accessible to the entire team, ensuring transparency and accountability.
Log a Decision Related to a Meeting
Decisions related to a meeting can be logged at any stage - before, during, or after the meeting. The flexibility of decision states allows you to capture and manage the full decision-making process effectively:
- Proposed Decisions: Pre-log decisions that need to be reviewed or agreed upon during the meeting.
- Final Decisions: Confirm or update decisions based on the meeting discussion or log the final outcomes post-meeting.
This ensures that you can draft potential decisions in advance, assess them during the meeting, and finalize or adjust them as needed.
Steps:
1. Choose a Method to Log a Decision
You can log a decision related to a meeting in two ways:- While Editing the Agenda Item:
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- Open the agenda item for editing.
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- Click on “+ Add Decision” to open the decision input fields.
- Click on “+ Add Decision” to open the decision input fields.
- From the Agenda Item’s Options Menu:
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- Navigate to the agenda item you want to associate the decision with.
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- Click the three-dot menu (⋮) in the bottom-right corner of the agenda item.
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- Select “New decision” to open the decision dialogue
- Select “New decision” to open the decision dialogue
2. Enter Decision Details
- Title (Optional): Add a short identifier or label for the decision.
💡While not required, adding a title can help to quickly identify the decision later. - Decision (Required): Clearly state the decision being made.
💡 For example: "Allocate $50,000 for Q1 marketing campaigns to support new product launch efforts." Providing specifics ensures the decision is actionable and transparent.
- Select Proposed for decisions still under consideration or pending agreement.
- Select Final for confirmed decisions.
- Click the Save button on either the agenda item or the pop-up.
- The new decision will be visible on both the agenda item and the Decision Log.
Log a Decision Made Outside of a Meeting
Decisions made outside of a meeting - such as follow-up discussions, urgent resolutions, or team-wide agreements - can be logged independently to ensure they are documented and accessible in the shared Decision Log.
Steps:
1. Access the Decision Log
To log decisions made outside of a meeting, start by accessing the shared Decision Log for the team, which is available in the following ways:
- From the Channel Tab:
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- Navigate to the Decision Log tab in your Teams channel.
- From the Decision Tile on an Agenda:
- Click on List on the Decisions tile at the top of the agenda to access the Decision Log.
2. Log a New Decision
- In the Decision Log view, click the “New Decision” button to open the decision dialogue.
- Select the Channel you want the decision to be associated with.
- Enter the following details in the decision input fields:
- Title (Optional): Add a short identifier or label for the decision.
💡While not required, adding a title can help to quickly identify the decision later. - Decision (Required): Clearly state the decision being made.
💡 For example: "Allocate $50,000 for Q1 marketing campaigns to support new product launch efforts." Providing specifics ensures the decision is actionable and transparent.
- Title (Optional): Add a short identifier or label for the decision.
- Select Proposed for decisions still under consideration or pending agreement.
- Select Final for confirmed decisions.
- Click the Save button.
- The new decision will be added to the Decision Log and will be visible to all team members with access to the log.
Tips
- Collaborative Access: Adding the Decision Log as a Channel tab ensures team-wide visibility, enabling all members to view and reference decisions easily. Learn more.
- Decision Log: Whether linked to a meeting or logged independently, all decisions are stored in one shared location for transparency and accountability.
- Copy link - Copy a link to the decision item to share with your team.
- Replace a decision - Replace a previously logged decision with an updated decision.
- Delete - Delete the decision from all views.
- Edit - Do edits to your decision. Decision actions: From the Decision Log view you have access to a set of actions related to each decisions. Click the three-dot menu (⋮) in the corner of the decision item to:
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