Create a follow-up meeting

Create a follow-up to continue a recurring meeting without rebuilding its details and unfinished action items.

Create the follow-up

1. Open the document containing the previous meeting.
2. In the meeting list, tap the ellipsis button beside the meeting.
3. Tap Create Follow-up.
4. Update the title, date, times, attendees, and location.
5. Tap Save.

MinuteTaker copies the previous meeting’s details and its open or overdue action items. Copied items retain their notes, assignees, due dates, and tags. Attachments and completed action items are not copied.

Follow an action item’s history

A copied action item is linked to its source item. When you open it, a banner identifies the previous item by its number, title, and meeting date—for example, Item no. 3 “Prepare proposal” of Jul 30, 2026.

Tap the banner to return to the action item list and show all linked versions of that item across the document. This lets you follow its progress through multiple meetings.

To show every action item again, open Filters and tap Reset.

Remove a reference

To disconnect a copied item from its source:

1. Open the copied action item.
2. Tap the trash button beside the reference banner.
3. Tap Remove Reference.

Removing the reference does not delete or otherwise change either action item. It only breaks the connection between them.

Note: A follow-up is a new meeting-minutes entry and counts toward the creation limit for the document.