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There are multiple elements that make meeting notes actionable from discussion to pipeline. This dashboard creates two funnels from a single meetings database. The first funnel allows participants or note-takers to write discussion topics associated with the meeting, and another funnel connects to an Actionable tasks pipeline.
Actionables From Meetings
Discussion Topics
Meeting Schedule
Topic of Disscussion
Date
Quarter
Leaders
# Attending
Disccussions
Status
Attending Formula
if(not empty(prop("Leaders")), length(replaceAll(prop("Leaders"), "[^,]", "")) + 1, 0) + if(not empty(prop("Participants")), length(replaceAll(prop("Participants"), "[^,]", "")) + 1, 0)
Status Formula
if(not empty(prop("Date")), if(dateBetween(prop("Date"), now(), "days") < -1 and prop("Cancel") == false, "‡›Archive", if(prop("Cancel") == true, "🆇 Canceled", if(formatDate(now(), "MMM D, YYYY") == formatDate(prop("Date"), "MMM D, YYYY"), "⇧ Today", if(dateBetween(prop("Date"), now(), "days") == 0, "⌦ Tomorrow", if(dateBetween(prop("Date"), now(), "days") > 0 and dateBetween(prop("Date"), now(), "days") <= 5, "∆ On " + formatDate(prop("Date"), "dddd"), if(dateBetween(prop("Date"), now(), "days") == 6, "∆ Next " + formatDate(prop("Date"), "dddd"), "» In " + format(dateBetween(prop("Date"), now(), "days")) + " days")))))), "")