Meeting Minutes Overview

The Meeting Minutes feature is used to document discussion items for project meetings. Examples of such meetings are owner, coordination, and subcontractor meetings. Information such as meeting date, location, purpose, attendees, new issues, and old issues can all be tracked. Used successfully, it will benefit the entire team to reduce disruptions and issues.

Steps To Complete Before Entering Meetings

1. Make sure all Companies (eg. Your Firm, Subs, Architect, Owner) are listed in the Project Directory who will be referenced in the Attendee list or marked responsible for a meeting item.
2. Optional: Review the options list for Meeting Types. This field can be used for grouping and sorting records.

Preparing Meeting Minutes and Sending Out Invitations

• Add a Meeting
• Import Meeting Attendees
• Email Meeting Invitation To Attendees List
• Add New Meeting Discussion Item
• Import Old Meeting Discussion Items

Distributing Meeting Minutes

• Printing Meeting Minutes
• Emailing Meeting Minutes in HTML Format
• Email Open Items to External Team Members