1. Video

You can check the video for a walkthrough of how to add a Meeting in the Project.

 

2. Add Meeting in Action Tracking

1. In the Action Tracking details page, click the + Meeting button.

 


 

2. In opening ‘Meeting’, populate all the fields.


 

The fields are:

  • Meeting Namename of the meeting
  • Date of Meetingwhen the meeting takes place
  • Chair Personthe person in charge for holding the meeting
  • Attendee (s)the people involved in attending the meeting
  • Other Attendee (s)Other people involved in attending the meeting
  • Description -  brief discussion of the meeting

 

3. After populating the meeting field, click Add Meeting.


 

4. The created meeting item will be shown in the meeting section.