Create meeting minutes #

This article explains how to create and manage meeting minutes in a project notebook.

Prerequisites: This task requires the user to have administrative access to the Project Notebook.

Instructions #

Step 1: Navigate to the All Project Notebooks area by clicking the menu item located under the Project Notebooks main menu item.

Step 2: Click a project notebook’s title to edit the notebook.

Step 3: Be sure the Meeting Minutes section has been turned on in the Choose the options for this project section.

Step 4: Click the + Add New button to create new meeting minutes. We recommend creating a new file for each meeting and labeling it accordingly.

Title – Provide a document name.

Minutes Description – This is where you can type all the minutes for your meeting. Try to be as specific as possible.

Assign Attendees – Begin typing a name to present a list of users you can assign as attendees this meeting.

Step 5: Be sure to Save your work by clicking the Publish/Update button.

Once saved, the meeting minutes will appear in the Meeting Minutes section of the Project Notebook. You can edit, delete or duplicate minutes from this section. You may also choose to display this section on the front-end of your website.

For further help, please contact us at [email protected].