Support Portal

1. Update a Meeting Item in Action Tracking 1. In the meetings page, click the Meeting Name.   2. After clicking the Meeting item, click the Edit...

1. Deleting a Meeting Item in Action Tracking 1. In the meetings page, click the Meeting Name.   2. After clicking the Meeting item, click the Ed...

1. Associating Actions to Meetings 1. In the Action Tracking details page, click the Meetings Item.     2. In associating Actions to Meetings, click ...

1. Exporting PDF file for one Meeting Item only 1. In the Action Tracking details page, click the Meetings Item.     2. In Meeting ...

1. Exporting PDF file for All Meeting Items 1. In exporting a PDF for all meetings, click the three horizontal lines and select Download CSV or Download...

1. Sending Email Meeting Details 1. In the Action Tracking details page, click the Meetings Item.     2. In meetings item, select Send Email   ...

1. Filtering and Search for Meetings 1. In Filtering a meeting, select the Assigned to filter for resources wit Meetings that are assigned to them    ...

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...