Capture a meeting next step

task australia Updated Sep 30, 2026 1 min read account-lifecycle-create-next-step.md

Capture a follow-up from a meeting as a next step, so it's tracked until you convert it to a record or drop it.

Before you begin

The meeting must already exist.
Role required: sn_sch_plus.next_step_write

About this task

Create a next step for each follow-up that comes out of a meeting. You decide later whether to convert or drop it. For background, see Meeting agenda items and next steps.

Procedure

Navigate to All > Touchpoint Meeting > Meeting Next Steps.

You can also create the next step from the Meeting Next Steps related list in the Related Items panel on the meeting page.
Select New.
In the Meeting field, select the meeting.
In the Short description field, enter the follow-up.
Complete the optional fields.
- Assigned to
  
  The person responsible for the follow-up.
- Due date
  
  When the follow-up is due.
- Priority
  
  The priority of the follow-up.
- Assignment group
  
  The group responsible for the follow-up.
- Work notes
  
  Internal notes about the follow-up.
- Additional comments
  
  Comments about the follow-up.
- Close notes
  
  Notes about how the follow-up was resolved.
Select Submit.

The next step has the state Pending and appears in the Meeting Next Steps related list in the Related Items panel on the meeting page.

What to do next

To resolve the next step, see Convert a next step to an associated record or Drop a next step.

Parent Topic:Meeting agenda items and next steps

Related topics

Meeting agenda items and next steps

Create a meeting agenda item

Keywords capture next stepmeeting next stepfollow-uptouchpoint meeting

87 lines · 3.2 KB Wrap lines

---
title: Capture a meeting next step
description: Capture a follow-up from a meeting as a next step, so it's tracked until you convert it to a record or drop it.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-create-next-step.html
release: australia
topic_type: task
last_updated: "2026-09-30"
reading_time_minutes: 1
keywords: [capture next step, meeting next step, follow-up, touchpoint meeting]
breadcrumb: [Meeting agenda items and next steps, Touchpoints, Customer success, Use, Customer Success Management]
---

# Capture a meeting next step

Capture a follow-up from a meeting as a next step, so it's tracked until you convert it to a record or drop it.

## Before you begin

-   The meeting must already exist.
-   Role required: sn\_sch\_plus.next\_step\_write

## About this task

Create a next step for each follow-up that comes out of a meeting. You decide later whether to convert or drop it. For background, see [Meeting agenda items and next steps](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-meeting-scheduler-plus.md).

## Procedure

1.  Navigate to **All** &gt; **Touchpoint Meeting** &gt; **Meeting Next Steps**.

    You can also create the next step from the **Meeting Next Steps** related list in the **Related Items** panel on the meeting page.

2.  Select **New**.

3.  In the **Meeting** field, select the meeting.

4.  In the **Short description** field, enter the follow-up.

5.  Complete the optional fields.

    -   **Assigned to**

        The person responsible for the follow-up.

    -   **Due date**

        When the follow-up is due.

    -   **Priority**

        The priority of the follow-up.

    -   **Assignment group**

        The group responsible for the follow-up.

    -   **Work notes**

        Internal notes about the follow-up.

    -   **Additional comments**

        Comments about the follow-up.

    -   **Close notes**

        Notes about how the follow-up was resolved.

6.  Select **Submit**.

    The next step has the state **Pending** and appears in the **Meeting Next Steps** related list in the **Related Items** panel on the meeting page.


## What to do next

To resolve the next step, see [Convert a next step to an associated record](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-convert-next-step.md) or [Drop a next step](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-drop-next-step.md).

**Parent Topic:**[Meeting agenda items and next steps](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-meeting-scheduler-plus.md)

**Related topics**  


[Meeting agenda items and next steps](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-meeting-scheduler-plus.md)

[Create a meeting agenda item](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-create-agenda-item.md)