Drop a next step

task brazil Updated Sep 30, 2026 1 min read account-lifecycle-drop-next-step.md
Raw file servicenow.com

Drop a next step when the follow-up doesn't need any action, so it's closed without linking it to another record.

Before you begin

  • Role required: sn_sch_plus.next_step_write

About this task

You can drop a next step that is pending or converted. For background, see Meeting agenda items and next steps.

Procedure

  1. Open the next step.

    Navigate to All > Touchpoint Meeting > Meeting Next Steps and select the next step, or open it from the Meeting Next Steps related list in the Related Items panel on the meeting page.

  2. Select Drop.

    The Drop button isn't available if the next step is already dropped.

    The state of the next step changes to Dropped. If the next step was converted, the applicable records linked to it become inactive and the system archives them after 90 days. The records that you linked during conversion aren't changed.

What to do next

To resolve a dropped next step later, see Convert a next step to an associated record.

Parent Topic:Meeting agenda items and next steps

Related topics

Meeting agenda items and next steps

Convert a next step to an associated record

Keywords drop next stepmeeting next stepmeeting applicable records
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