Add Meeting Minutes
Objective
To add meeting minutes to a meeting once it is in minutes mode.
Background
During your meeting, you can convert a meeting to minutes mode (see Convert a Meeting to Minutes Mode). Then, use the steps below to add your meeting minutes.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Meetings tool.
Prerequisites
- The meeting must be in "Minutes" mode. To determine which mode your meeting is in, go to the Meeting Agenda/Minutes page and look at the "State" column. To convert a meeting from Agenda to Minutes mode, see Convert to Minutes.
- The meeting must have one or more agenda items (i.e. meeting items). See Add a Meeting Item. To determine if a meeting has agenda items, go to the Meeting Agendas/Minutes page and then look for a number in the "# Items" column.
Steps
- Navigate to the project's Meetings tool.
- Locate the desired meeting in the list. Then, depending upon which mode the meeting is in, you have these options:
- If the meeting is in Agenda mode, click View. Then click Convert to Minutes.
OR - If the meeting is in Minutes mode, click Edit or View.
- If the meeting is in Agenda mode, click View. Then click Convert to Minutes.
- Scroll to the category that contains the item where you want to add minutes.
- In the "Official Documented Meeting Minutes" section of that item, click in the (edit) field.
This opens a section where you can enter meeting minutes.
- Enter all relevant meeting minutes information.
- Click Save.
- Repeat the steps above for each meeting item.