# Note to decision

> Turn meeting notes into a decision with explicit sign-off, so the agreement is easy to find and prove later.

Source: https://flopinio.com/help/tutorials/note-to-decision · Last updated: 2026-10-27 · Status: Shipped

## 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

1. Open **Smart Notes** and create a note called "Steering call – 3 PM". Write down what was discussed.
2. Link the note to Northstar Health Labs, the Patient portal launch project, and the rollback task.
3. Optional. Choose **Summarize** if the notes are long and you want a quick version to share.
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.
5. Add Northstar's product lead as a sign-off. They can **Sign Off** or **Reject** in the [client portal](https://flopinio.com/help/client-portal).
6. If nobody has responded by the next morning, choose **Remind** on the decision.

## Example: 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Record a new decision and choose **Mark Superseded** on the old one.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.