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Mentors and calls

Where do I find my call notes and next steps after a mentor call?

Your next steps arrive in Your tasks, on the Action Plan list. The portal has no call summary page. Ask your mentor to add the steps.

Written By GovPreneurs

Last updated 21 days ago

After a mentor call, your next steps come as tasks. They show in Your tasks, on the list Action Plan. The portal does not show a written summary of the call. Ask your mentor if the team also sends a summary.

Steps

  1. Before the call ends, ask your mentor: "Please add my next steps to my Action Plan."
  2. After the call, in the left menu, click Tasks.
  3. Open the list Action Plan. Its subtitle reads "What your mentor asked you to do".
  4. Look for tasks with a New mark. New shows for tasks added since your last visit.
  5. Open your Success Center home page. Find Your Action Plan for the full plan and its steps. See How do I follow an assigned Action Plan?.
  6. To see the calls themselves, click Booking History on the card Next Appointment.

What you see next

Each task shows who asked for it and, if it has a date, the date and the reason. The line at the top shows how many things need you, and how many your mentor asked for. See How do I use Your tasks?.

Good to know

  • Tasks from a mentor are steps in an action plan, or tasks that the mentor writes by hand.
  • The system does not write tasks from a call recording. If a step is missing, your mentor has not added it yet. See Why is an expected task missing?.
  • Your next booking, such as the next call, shows as a task like "Do this next".

⚠️ If you see nothing after a few days: Ask in your next call, or click Need Help? Click Here at the top of the page. Ask for the next steps in writing.

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