1. 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 Type – type of meeting whether in the Project or Portfolio Level
  • Meeting Name – name of the meeting
  • Date of Meeting– when the meeting takes place
  • Chair Person – the 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.