---
title: Capture a meeting next step
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-create-next-step.html
release: australia
topic_type: task
last_updated: "2026-09-30"
reading_time_minutes: 1
keywords: [capture next step, meeting next step, follow-up, touchpoint meeting]
breadcrumb: [Meeting agenda items and next steps, Touchpoints, Customer success, Use, Customer Success Management]
---

# 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.

## Before you begin

-   The meeting must already exist.
-   Role required: sn\_sch\_plus.next\_step\_write

## 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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-meeting-scheduler-plus.md).

## Procedure

1.  Navigate to **All** > **Touchpoint Meeting** > **Meeting 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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-convert-next-step.md) or [Drop a next step](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-drop-next-step.md).

**Parent Topic:**[Meeting agenda items and next steps](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-meeting-scheduler-plus.md)

**Related topics**  


[Meeting agenda items and next steps](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-meeting-scheduler-plus.md)

[Create a meeting agenda item](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-create-agenda-item.md)