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