Meeting Minutes

Use Meeting Minutes records to record the discussion, assignment, and completion of meeting items for your projects. Meeting Minutes are treated as a series of records, defined by the combination of Project and Type, and numbered accordingly.
Meeting Minutes
1

Page Title Section

1. Page Title Section
Create Next Button - This button is only visible if the record has a Status of "Approved" and is the highest Meeting # in the sequence. When you click this button a new record is created with much of the header data from the current record copied into the new one. The Meeting # is incremented by one. In addition, lines in the Details Table that are not marked Done are copied to the new record.
2

Record Tabs

2. Record Tabs
3

Header Fields Section

3. Header Fields Section
 
The fields shown depend on your security settings and may include:
4

Participants Section

4. Participants Section
This section can be collapsed or expanded. Add as many lines to the table as you wish.
5

Details Table

 
The fields shown in this table vary depending on your security settings and the selected layout and may include: