Complete workflows
Turn a session into assigned actions
Goal: choose the workshop's priority improvements as a group. Requirements: Pro/Team collaboration, invited participants and a facilitator. Result: a written decision and an action table, with the original ideas preserved.
- Create a section
What would make the workshop easier for beginners?and ask everyone to write one idea per note. - Invite people and check their edit permissions. Explain the process before you start.
- Open Silent brainstorm and start a five-minute timer. Each person writes separately. Do not ask an agent to reveal hidden notes.

- When time is up, reveal the notes. Clarify the ambiguous ones and group them into named themes.
- Open Dot voting in the chosen section and explain the round's configured rules.

- Review the result and write the decision. Voting informs it; it does not automatically turn every voted note into a commitment.
- Create a Data table
Improvement actionswith Action, Owner, Due date, Status and Source. - Confirm owners and dates with the group and link each source idea. Leave unconfirmed items empty and comment on the open questions.