Create a Meeting
Click 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
Adding Attendees
Click the blue plus sign to bring up the User Selection Tool
Use the User Selection Tool to select the parties to be added as Attendees
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
Create a Meeting Minute
When within the Meeting, select 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
