Create an Agenda

Select Create Agenda

Agendas 
CREATE AGENDA

 

Fill out all the appropriate fields on the New Agenda page, click Save.  

*Save takes the user back out to the Agenda Grid

*Save and New takes users directly into creating a new Agenda

*Save and Copy takes users directly into creating the next Agenda with previously Agenda Item information included for update

 

Create Agenda 
Agenda Information 
Agenda Number * 
AOOO 
Subject * 
Kick-off 
02/10/2021 
Start Time 
10:30 am EST 
End Time 
11:30 am EST 
Location 
Jobsite Trailer - 123456 Happy Place Wayl 
Mark as Confidential 
SAVE 
SAVE & NEW 
SAVE & copy 
CANCEL

 

Adding Invitees

Click the blue plus sign to bring up the User Selection Tool 

Machine generated alternative text:
Invitees

Use the User Selection Tool to select the parties to be added as Invitees

View: 
Project Members 
Na me 
Training 
Consultant 
Training 
Consulting 
Engineer 
Training General 
Contractor 
Training Project 
Sponsor 
Training 
Superintendent 
training Planroom 
Training 
Reprohouse 
Training Vendor 
Sleidy Mobile 
Organization 
Instruction 
Construction 
Instruction 
Construction 
Instruction 
Construction 
Instruction 
Construction 
Instruction 
Construction 
Instruction 
Construction 
Instruction 
Construction 
Instruction 
Construction 
Instruction 
2 user(s) selected

Select Close and Add Selected to add Selected Project Members

 

Note: Choosing someone outside of the Project Members will automatically add that user as a Project Member to the Project*

 

Adding Agenda Items

 

When within an Agenda, select Create Agenda Item

Agenda Items 
CREATE AGENDA ITEM

 

Fill in all the appropriate information for that Agenda Item, click Save.

*Save takes the user back out to the Agenda

*Save and New takes users directly into creating the next Agenda Item 

*Save and Copy takes users directly into creating the next Agenda Item with previously Agenda Item information included

 

Create Agenda Item 
Item Information 
Item 
0001 
Summary 
Summary of the Agenda Talking Point 
Type 
New Business 
Category 
General 
Create 
Open Issue 
Date Originated 
02/10/2021 
Date Due 
03/12/2021 
Date Resolved 
Mark as Complete 
Mark as Hidden

 

Create a Meeting (Not from Agenda)

 

Click Create Meeting 

Meetings 
CREATE MEETING

 

Fill out all the appropriate fields of the new Meeting page, click Save.  

*Save condenses the Meeting Information and allows user to continue to work on Meeting

*Save and New takes users directly into creating a new Meeting

*Save and Copy takes users directly into creating a new Meeting with previously Agenda Item information included

 

Create Meeting 
Meeting Information 
Meeting Number * 
Date * 
2/10/2021 
Start Time * 
End Time * 
Meeting Location * 
Meeting Topic 
Meeting Type 
Select Type 
Mark as Confidential 
SAVE 
SAVE & NEW 
SAVE & COPY 
Notes 
Notes Before Meeting Minutes 
Notes After Meeting Minutes 
CANCEL

 

 

Adding Attendees

Click the blue plus sign to bring up the User Selection Tool 

Machine generated alternative text:
Attendees (O)

Use the User Selection Tool to select the parties to be added as Attendees

Machine generated alternative text:
View: 
Project Members 
Na me 
Training 
Consultant 
Training 
Consulting 
Engineer 
Training General 
Contractor 
Training Project 
Sponsor 
Training 
Superintendent 
training Planroom 
Training 
Reprohouse 
Training Vendor 
Sleidy Mobile 
Organization 
Instruction 
Construction 
Instruction 
Construction 
Instruction 
Construction 
Instruction 
Construction 
Instruction 
Construction 
Instruction 
Construction 
Instruction 
Construction 
Instruction 
Construction 
Instruction 
2 user(s) selected

Select Close and Add Selected to add Selected Project Members

 

Note: Choosing someone outside of the Project Members will automatically add that user as a Project Member to the Project* 

 

Once the Attendee grid has populated, it can be notated if the Attendee was invited and/or attended the meeting

Attendees (O) 
Name 
Architect, Training 
Owner, Training 
Company 
P&S Training 
P&S Training 
Company 
Company 
Email Address 
sleidyarchitect@gmail.com 
sleidyowner@gmail.com 
Location 
P&S Training Company 
P&S Training Company 
Phone 
(847) 876-1012 
(847) 876-1012 
Invited 
Attended

 

 

Create a Meeting Minute

When within the Meeting, select Create Meeting Minutes

Meeting Minutes 
CREATE MEETING MINUTES

 

Fill in all the appropriate information for that Meeting Minute, click Save.

*Save takes the user back out to the Meeting

*Save and New takes users directly into creating the next Meeting Minute

*Save and Copy takes users directly into creating the next Meeting Minute with previous Meeting Minute information included

 

Create Agenda Item 
Item Information 
Item 
0001 
Summary 
Summary of the Agenda Talking Point 
Type 
New Business 
Category 
General 
Create 
Open Issue 
Date Originated 
02/10/2021 
Date Due 
03/12/2021 
Date Resolved 
Mark as Complete 
Mark as Hidden

 

 

Creating a Meeting From an Agenda

 

Navigate to the  Agenda, select the blue plus sign on the right in the column CREATE MEETING

Agendas 
MOVE SELECTED To 
SEND EMAIL 
CREATE AGENDA 
NUMBER 
00000 
DATE 
02/10/2021 
SUBJECT 
Base Agenda 
COPY 
CREATE 
DELETE 
MEETING

 

In the next screen, assign the Meeting Type (this is unique to meetings and required to convert to a Meeting), select Update

Edit Meeting 
Meeting Information 
Meeting Number 
0001 
Date 
02/10/2021 
Start Time * 
Sam 
End Time * 
7am 
Meeting Location 
Jobsite 
Meeting Topic 
Base Agenda 
Meeting Type * 
OAC Meeting 
Mark as Confidential

 

Update the meeting and meetings minutes accordingly.



Note:  The Agenda Items from the originating agenda have now turned into this Meeting's Meeting Minutes. All Invitees of the originating agenda are now listed as Attendees