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Create Meeting Minutes

Create a new meeting minutes log for the current Project. The meeting minutes log is a great tool for a project punchlist. 

 

meetingminutes.jpg

Copy From

Select existing meeting minutes that you wish to duplicate in order to use as a basis for a new meeting minutes log.  

Subject

Enter the subject of the meeting.

Meeting Date

Enter the creation date of the meeting.

Prepared By

Select the person who is creating the meeting minutes record.

Attendees

Enter the people who attended the meeting. Separate Attendee names with commas

Line Items

Item Number

Enter the number of the item. Line items are placed in chronological order. If item number break downs, i.e., (4-1, 4-2) are required use a hyphen (-) instead of a decimal place (.) to ensure the list is sorted properly.

Line Subject

Enter the subject of the meeting line item.

Notes

Enter the meeting notes.

Responsible

Select the person responsible for the item.

Open Date

Enter the start a date of the line item.

Due Date

Enter the due date of the line item.

Closed

Check the box if item is completed.

Add Newmeetingminutes-addnew.jpg

Enter a new line item from the meeting. Repeat 'Add New' as many times as necessary.

 

Action Icons

Delete Line Item   

Add Line Item       

Append Line Item  

 

Schedule Next Meeting

Next Meeting

Enter the subject of the next meeting.

Next Meeting Date

Enter the date of the next meeting.

Next Meeting Time

Enter the time of the next meeting.

Next Meeting Location

Enter the location of the next meeting.

Save Data Save.jpg

Save the meeting minutes log.

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