Support Portal

1. Update a Meeting Item in Action Tracking 1. In the Meetings table, click the Meeting Name.   2. Once redirected to the Meeting Details page, clic...

1. Deleting a Meeting Item in Action Tracking 1. In the Meetings table, click the Meeting Name.   2. Once redirected to the Meeting Details page, cl...

1. Associating Actions to Meetings 1. In the Meetings table, click the Meeting Name.   2. Once redirected to the Meeting Details page, click the +Ac...

1. Exporting PDF file for one Meeting Item only 1. In the Meetings table, click the Meeting Name.   2. Once redirected to the Meeting Details page, ...

1. Exporting All Meeting Items 1. In the Meetings Table, click the three horizontal lines and select Download CSV or Download PDF.   2. In download...

1. Sending Email Meeting Details 1. In the Meetings table, click the Meeting Name.   2. Once redirected to the Meeting Details page, click the Send ...

1. Filtering and Searching for Meetings 1. In filtering a Meeting, Click the ‘Users’ dropdown menu. Once done, choose a User you want to display. To di...

1. Video You can check the video for a walkthrough of how to upload Action Items/ Meetings in the project. 2. Process in Uploading Actions, Decision, D...