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 Meetings CANNOT be deleted on a Portfolio Level, but they CAN still be deleted on the Project Level. T...

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 Details, click PDF...

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. Search for Meetings   Populate and search a meetings on the Search Meeting button, and the results will be displayed based on what is inputted.