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Nadiknit Nadiknit is offline
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Default Innovative Creation of TOC for Action Items from Meeting Minutes

Hi,

I have recently come arcoss a Notes of Meeting document where the creator managed to summarise the 'Actions Items' agreed upon in a table of contents, and this table is a multi-column table!

Unfortunately, I only have the PDF version of the document, so I can't know how they've done it.

In short this is how the document looks like:

1.1. Discussion of Item 1 of the Agenda

01 / Company 1 / 06-06-2012 / Company 1 to update Notes of Meeting

1.2 Discussion of Item 2 of the Agenda

02 / Company 2 / 31-12-2012 / Company 2 to provide data

Etc.

The 01 and 02 entries are 'Action Items' from the Notes of Meeting.
Maybe they are fields or they are outline levels or styles in multi-column fields in a single-row, 4-column table, i can't know. But what i do know is that they are formatted in a way that allows them to populate the multi-column table of contents at the beginning of the document, which looks like this:

Action No. / Action On / Due Date / Action Required


This table of contents (don't know if it is formatted as a multi-column or as gridded table), lists all the actions in the same manner as they appear below the item discussions, i.e. they appear as rows.

I tried to format the 'Action Items' entries in the document as styles, as table entries using the TC field code (which is hidden, i.e. useless in this case), and as outline levels. I also tried columns. None of this worked. Searched a lot of forums, watched a lot of tutorials, and learned very useful things on field codes, but I couldn't resolve the issue of:

How to transform 'Action Items' into a tabulated listing that updates automatically? So far, i have formatted notes of meeting manually, and it's been a painful exercise because the summarised table has to be visited every time a change is made to the 'Action Items' listed under a discussion.

Apologies for the long-windedness.

Is there anybody in this forum who has faced a similar issue and managed to resolve it? I'm sure it can be done, but I need someone to tell me how, please.

Thanks
Nadiknit