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Creating New Minutes of Meeting

 
Which roles are involved in the workflow of a Minutes of Meeting and how to take action on it are covered in the section Minutes of Meeting Workflow.
 
To start creating your Minutes of Meeting click in the ´+´ button from the Module Buttons panel and you will be redirected to the creation form as shown below:
 
 
Creating New Minutes of Meeting
 
For default fields details check the following section.
 
1

Type

Now you will choose the type of your meeting, depending on how often do you repeat the reunion or if is just a one-time internal meeting.
 
 
 
 
2

Create Next Buttom

2. Create Next Buttom                                       Clicking in this button you will create a copy of this Minutes of Meeting with the number of the Meeting increased.
This is useful when you want record multiple weekly meetings, for example.
3

Description

Quick summary of what the Minutes of Meeting is about.
4

Participants

4. Participants
Specify the participants of the meeting, and mark if they went.
5

Additional Details

In this section you are able to:
  • Set the objectives of the meeting and the organizer.
  • Add more attendees to the meeting, with a maximum number of ten.
  • Set the document as confidential so you make sure only a specific security group can read it.
 
6

Notes

   
In Notes section you could add comments to the document, and you will see a preview of the note at the right side.
 
7

Attachments

7. Attachments     In this tab you can add attachments through the File Manager which is explained in depth in its section.
 
 
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