Project Management

Meeting Minutes

This section of the User Guide contains the following topics:

Create a Project Daily Log/Site Diary General Correspondence

Meeting Minutes Project Admin Purchase Order Request for Information (RFI)

Scheduling Smart Emails | Instruction Videos

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Meeting Minutes

Meeting Minutes – Create a Meeting Group

Meeting Minutes – Create a new meeting and record meeting minutes

Meeting Minutes – Review the minutes of a previous meeting

New Meeting Minutes are carried forward from one meeting to the next to be reviewed, before recording additional minutes under each section.

Meeting Minutes – Export a Meeting Group

Meeting Minutes – Export selected Meetings

Meeting Minutes – Share a Meeting Group

Click the overflow button

Meeting Minutes – Share selected Meetings

Meeting Minutes – Remove selected Meetings

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