Meeting agenda items and next steps
concept australia Updated Sep 30, 2026 2 min read account-lifecycle-meeting-scheduler-plus.md
Record each topic on a touchpoint meeting agenda and each follow-up as its own record, so you can see what the meeting covered and what is still open.
Use agenda items to plan the topics for a touchpoint meeting and record how each one went. Use next steps to capture follow-ups after the meeting and track them until you link each one to a record or drop it. Records that you link to next steps appear as action items in the Meeting recap.
Agenda items and next steps require the Meeting Scheduler Plus plugin [com.sn_sch_plus]. See Plugins activated with Customer Success Management.
Meeting agenda items and meeting next steps appear as related list items in the Related Items panel on the Meeting page. In the All menu, the Meeting Agenda Items and Meeting Next Steps modules open a list of each record type across all meetings.
To get started, see Create a meeting agenda item and Capture a meeting next step. For the roles that control access, see Customer success management roles.
- Create a meeting agenda item
Create an agenda item to track one topic on a meeting agenda, including its state, allotted time, presenter, and decision. - 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. - Convert a next step to an associated record
Convert a next step by linking it to the record that addresses the follow-up, so the record appears as an action item of the meeting. - Drop a next step
Drop a next step when the follow-up doesn't need any action, so it's closed without linking it to another record.
Parent Topic:Touchpoints
Related topics
Keywords Meeting Scheduler Plusmeeting agenda itemmeeting next steptouchpoint meeting
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--- title: Meeting agenda items and next steps description: Record each topic on a touchpoint meeting agenda and each follow-up as its own record, so you can see what the meeting covered and what is still open. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-meeting-scheduler-plus.html release: australia topic_type: concept last_updated: "2026-09-30" reading_time_minutes: 2 keywords: [Meeting Scheduler Plus, meeting agenda item, meeting next step, touchpoint meeting] breadcrumb: [Touchpoints, Customer success, Use, Customer Success Management] --- # Meeting agenda items and next steps Record each topic on a touchpoint meeting agenda and each follow-up as its own record, so you can see what the meeting covered and what is still open. Use agenda items to plan the topics for a touchpoint meeting and record how each one went. Use next steps to capture follow-ups after the meeting and track them until you link each one to a record or drop it. Records that you link to next steps appear as action items in the [Meeting recap](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-meeting-post.md). Agenda items and next steps require the Meeting Scheduler Plus plugin \[com.sn\_sch\_plus\]. See [Plugins activated with Customer Success Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-required-plugins.md). Meeting agenda items and meeting next steps appear as related list items in the **Related Items** panel on the [Meeting page](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-meeting-page.md). In the **All** menu, the **Meeting Agenda Items** and **Meeting Next Steps** modules open a list of each record type across all meetings. To get started, see [Create a meeting agenda item](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-create-agenda-item.md) and [Capture a meeting next step](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-create-next-step.md). For the roles that control access, see [Customer success management roles](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-success-roles.md). - **[Create a meeting agenda item](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-create-agenda-item.md)** Create an agenda item to track one topic on a meeting agenda, including its state, allotted time, presenter, and decision. - **[Capture a meeting next step](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/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. - **[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)** Convert a next step by linking it to the record that addresses the follow-up, so the record appears as an action item of the meeting. - **[Drop a next step](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-drop-next-step.md)** Drop a next step when the follow-up doesn't need any action, so it's closed without linking it to another record. **Parent Topic:**[Touchpoints](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-use-touchpoints.md) **Related topics** [Meeting page](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-meeting-page.md) [Meeting preparation brief](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-meeting-pre.md) [Meeting recap](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-meeting-post.md)
| title | Meeting agenda items and next steps |
| description | Record each topic on a touchpoint meeting agenda and each follow-up as its own record, so you can see what the meeting covered and what is still open. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-meeting-scheduler-plus.html |
| release | australia |
| topic_type | concept |
| last_updated | 2026-09-30 |
| reading_time_minutes | 2 |
| keywords | Meeting Scheduler Plusmeeting agenda itemmeeting next steptouchpoint meeting |
| breadcrumb | TouchpointsCustomer successUseCustomer Success Management |