Note to decision
Turn meeting notes into a decision with explicit sign-off, so the agreement is easy to find and prove later.
Shipped
Workspace members documenting decisions with traceable context
- Who can use this
- Authenticated workspace members with decision access
On this page
Explore workflow diagram
Workflow diagram
Note to decision
Workflow diagram. The text on this page has the exact steps and permissions.
What you'll do
On the 3 PM steering call, Northstar agrees to use a fallback release plan if the appointment flow fix misses Thursday. You'll write up the call as a note, then record the agreement as a decision that Northstar signs off.
Steps
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1
Open Smart Notes and create a note called "Steering call – 3 PM". Write down what was discussed.
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2
Link the note to Northstar Health Labs, the Patient portal launch project, and the rollback task.
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3
Optional. Choose Summarize if the notes are long and you want a quick version to share.
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4
Convert the agreement into a decision. Write "Use the fallback release plan if the appointment flow fix misses Thursday", and add the reasoning and impact.
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5
Add Northstar's product lead as a sign-off. They can Sign Off or Reject in the client portal.
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6
If nobody has responded by the next morning, choose Remind on the decision.
Checkpoint
What you should see
- The note keeps the full discussion. The decision holds only the agreed outcome.
- The decision links back to the note, project, and task.
- Once Northstar signs, the decision shows who agreed and when.
FAQ
Do I have to use the client portal for sign-off?
No. Team members can sign off inside the workspace. The portal is how clients sign off without a workspace account.
What if the plan changes again?
Record a new decision and choose Mark Superseded on the old one. Both stay in the history.