Document important information and decisions in meeting minutes to share with your colleagues.
Soon you will be able to find the training video for the article here.
Click Path:
- Workspace Multi Project Management > Workflows > Meeting minutes
- Click "+ New" to create new meeting minutes.
- You can enter all contacts created in the company and external e-mail addresses as participants.
- Click "+ Add new section" to add new content. A section contains text fields for description and notes. In the section of To Dos you can create To Dos. Under Decisions, you can document decisions that have been made. There is no limit to the number of sections you can add. You can change the order of the added sections in the settings.
- Use the navigation bar to edit general information such as start and finish, category or participants.
- Advice: By categorizing the meeting minutes, you can keep an even better overview.
- As soon as your meeting minutes are ready, you can export them as PDF under "More". Send your meeting minutes to the participants and guests under "Send". They will receive a link with access to the meeting minutes.
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In the overview of all meeting minutes, you can export the entire list under "...", delete individual minutes using the multiple selection or duplicate the meeting minutes if you want to continue them. It is also possible to see whether meeting minutes have already been sent.