---
title: Meeting agenda items and next steps
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-meeting-scheduler-plus.html
release: australia
topic_type: concept
last_updated: "2026-09-30"
reading_time_minutes: 2
keywords: [Meeting Scheduler Plus, meeting agenda item, meeting next step, touchpoint meeting]
breadcrumb: [Touchpoints, Customer success, Use, Customer Success Management]
---

# Meeting agenda items and next steps

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.

Use agenda items to plan the topics for a touchpoint meeting and record how each one went. Use next steps to capture follow-ups after the meeting and track them until you link each one to a record or drop it. Records that you link to next steps appear as action items in the [Meeting recap](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-meeting-post.md).

Agenda items and next steps require the Meeting Scheduler Plus plugin \[com.sn\_sch\_plus\]. See [Plugins activated with Customer Success Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-required-plugins.md).

Meeting agenda items and meeting next steps appear as related list items in the **Related Items** panel on the [Meeting page](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-meeting-page.md). In the **All** menu, the **Meeting Agenda Items** and **Meeting Next Steps** modules open a list of each record type across all meetings.

To get started, see [Create a meeting agenda item](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-create-agenda-item.md) and [Capture a meeting next step](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-create-next-step.md). For the roles that control access, see [Customer success management roles](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-success-roles.md).

-   **[Create a meeting agenda item](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-create-agenda-item.md)**  
Create an agenda item to track one topic on a meeting agenda, including its state, allotted time, presenter, and decision.
-   **[Capture a meeting next step](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-create-next-step.md)**  
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.
-   **[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)**  
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.
-   **[Drop a next step](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-drop-next-step.md)**  
Drop a next step when the follow-up doesn't need any action, so it's closed without linking it to another record.

**Parent Topic:**[Touchpoints](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-use-touchpoints.md)

**Related topics**  


[Meeting page](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-meeting-page.md)

[Meeting preparation brief](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-meeting-pre.md)

[Meeting recap](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-meeting-post.md)