---
sourceDocument: Brazil Customer Success Management
sourceDocumentLink: https://www.servicenow.com/docs/r/acct-lifecycle-events

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Capture a meeting next step

# Capture a meeting next step {#ariaid-title1}

Release version: Brazil  
Updated September 30, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
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
{#account-lifecycle-create-next-step__account-lifecycle-create-next-step-ul-prereq}

## 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://www.servicenow.com/docs/eqmGyy0DfDN2vHyDsnXdxg "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.").

## Procedure

1. Navigate to AllTouchpoint MeetingMeeting 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://www.servicenow.com/docs/WsnWLAYX9zbhk~PEwk1Vxg "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.") or [Drop a next step](https://www.servicenow.com/docs/FOcgQsVfvei4KKf81B3_aA "Drop a next step when the follow-up doesn't need any action, so it's closed without linking it to another record.").
**Related concepts**   

* [Meeting agenda items and next steps](https://www.servicenow.com/docs/eqmGyy0DfDN2vHyDsnXdxg "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.")  
**Related tasks**   

* [Create a meeting agenda item](https://www.servicenow.com/docs/jmVSh61gmrhPAdKbytbsSw "Create an agenda item to track one topic on a meeting agenda, including its state, allotted time, presenter, and decision.")

*[\>]: and then