Everything runs in your browser — nothing is uploaded. If you are new to the tool, follow these steps in order.
1
See what the tool can do
Press Load Sample Data to fill the tool with eight example actions from a site meeting. Then scroll down the page:
- Meeting Info — project, meeting title and number, date, next meeting, venue, attendees and who prepared the minutes.
- Action Status Summary — open, in progress, on hold, completed and high-priority actions still open.
- Action Item Log — the table of actions, with due dates and status. Overdue items are highlighted.
- Minutes of Meeting — Action Summary — a summary of the actions ready for the minutes.
The first time you open the tool (when there is no data of yours in this browser) the sample is loaded for you, so you can see how it works straight away. Replace it with your own entries, press + New Project / Clear All to start empty, or load your saved project.
Load Sample Data replaces the data in the tool. Save your own work first.
2
See how the data file looks
Press ⬇ Export Table (.csv). It downloads the actions as a CSV file that opens in Excel, with these columns:
| Column | What to enter | Example |
|---|
| Ref No. | Your reference | A-01 |
| Action Item | What has to be done (required) | Submit revised drawings |
| Raised By | Who raised it | Resident Engineer |
| Responsible | Who does it | Contractor PM |
| Due Date | YYYY-MM-DD | 2026-10-05 |
| Priority | High, Medium or Low | High |
| Status | Open, In Progress, Completed or On Hold | In Progress |
| Remarks | Any note | Pump arriving Monday |
3
Enter your own data and import it
Replace the sample rows with your own actions and save the file. You can import the Excel file (.xlsx) directly, or a CSV. Then press ⬆ Import Table (.csv) and choose the file.
- Columns are matched by their heading names, so keep the headings (their order does not matter). Similar headings such as "Owner" or "Target Date" are also recognised.
- Rows without an action text are skipped.
- Import replaces all rows in the table. The meeting info is kept.
Excel often changes dates to your local format when it opens a CSV. Before saving, set the date columns to the custom format yyyy-mm-dd, or those dates may be left blank on import.
4
Add, edit and delete rows
You can also work straight in the table on the page at any time, with or without a CSV:
- + Add Action Item adds a blank row. Click any cell to fill it in or change it.
- The ✕ at the end of a row deletes that action straight away. There is no undo, so save your project first.
5
Attach the signed minutes
📎 Attach Signed Minutes in the toolbar attaches one file to the whole meeting — the signed minutes of the meeting. It can be a PDF (all its pages) or an image (JPG, PNG):
- Once a file is attached the button reads 📄 View Signed Minutes. Click it to see the file in a pop-up, where you can Replace, Remove or Download it.
- Large photos and scanned images are reduced automatically; a PDF must be under 5 MB.
- The file is kept in the project file when you save the project, comes back when you load it, and is named in the report. It is not uploaded anywhere.
Autosave in this browser does not keep the attached file (the browser has too little room). Save the project to keep it.
6
Save your project and open it later
💾 Save Project (.json) saves the meeting info and all actions in one .json project file. 📂 Load Project opens that file again, on any computer.
The note beside the Save button tells you whether you have unsaved changes or when you last saved. If you try to close or leave the page with unsaved changes, the browser asks you to confirm first (not needed when Autosave is ticked, because your work is kept in this browser).
Use the project file for backups and for sharing with colleagues. Don't edit it by hand.
7
Print, PDF and report
- 🖶 Print / Save as PDF prints the page as you see it, in print-friendly colours. To get a PDF, choose Save as PDF as the printer in the print dialog.
- 📄 Generate Report opens an Action & MOM status report in a new tab, where you can print it or save it with ⬇ Download HTML. If nothing opens, allow pop-ups for this site.
8
Other buttons and options
- Autosave in this browser (tick box) — while ticked, your work is kept automatically in this browser and comes back the next time you open the page. It stays only on this computer and browser. It is not a backup; use Save Project for that.
- 👁 View Current Data shows all entered data in a window.
- + New Project clears the meeting info and all actions (it asks first).
- Clear All removes all actions but keeps the meeting info (it asks first).
9
Choose the date format
Press 📅 Date format in the toolbar and choose how dates are shown and typed in every date box: DD/MM/YYYY, MM/DD/YYYY, YYYY-MM-DD, DD-MM-YYYY, DD.MM.YYYY or DD-Mon-YYYY. Type a date in that format, or click the 📅 in a date box to pick it from a calendar. A date that doesn't fit the format is outlined in red and not accepted.
The same format is used in the printout and in the generated report and its PDF. It changes only how dates look — your saved project and CSV files are not affected. Your choice is remembered in this browser for every tool on this site.
10
Explore the other tools
Press ☰ All Tools at the top of the page to see every engineering, project management and AI tool on this site, in the same order as the homepage. Type in the search box to find one quickly, then click it to open it. The tool you are using is marked you are here.
The Related tools links at the bottom of this page lead to tools that are often used together with this one.