Create a new meeting minutes log for the current Project. The meeting minutes log is a great tool for a project punchlist.
Select existing meeting minutes that you wish to duplicate in order to use as a basis for a new meeting minutes log.
Enter the subject of the meeting.
Enter the creation date of the meeting.
Select the person who is creating the meeting minutes record.
Enter the people who attended the meeting. Separate Attendee names with commas
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.
Enter the subject of the meeting line item.
Enter the meeting notes.
Select the person responsible for the item.
Enter the start a date of the line item.
Enter the due date of the line item.
Check the box if item is completed.
Enter a new line item from the meeting. Repeat 'Add New' as many times as necessary.
Delete Line Item
Add Line Item
Append Line Item
Schedule 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 the meeting minutes log.