Record important information and decisions concerning a project in meeting minutes to share with your colleagues or other people.
Soon you will be able to find the training video for the article here.
Click path:
- Workspace coordination > Select project > Coordination > Workflows > Meeting minutes
- Under "+ New" you can create new meeting minutes.
- In the project you can specify the persons added to the project and external e-mail addresses as participants.
- Under "+ Add new section" you can add new content. A section contains text fields for description and notes. In the section of tasks, you can create tasks. Under Decisions, you can record 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.
- In the navigation bar, edit general information such as start and end, category or participants.
- As soon as your meeting protocol is ready, you can export it as a PDF under "More". Send your meeting protocol to the participants and guests under "Send". They will receive a link with access to the meeting protocol.
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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 minutes if you want to continue. It is also possible to see whether meeting minutes have already been sent.
- Tip: By dividing the meeting minutes into categories you can keep an even better overview.