Add New Meeting Discussion Item

1. On the Meeting Details page, navigate to the New Business Items section.
2. Click the Add button above the grid and to the right. This will refresh the form showing the Meeting Item details form.
3. The Meeting Item # will be set automatically but can be modified. The default format is Meeting #-001.
4. Optional: Enter a Category (ex. Concrete, Electrical, Plumbing, Permits) or click the lookup icon on the right to select an existing option.
5. Enter the Subject.
6. Enter the Discussion Description.
7. Optional: Select the Responsible Company and Contact from the drop-down. Companies listed are referenced in the Project Directory.

8. Optional: Enter the Due Date.

   Note: New Business Items will appear in the Documentation Calendar and Alerts view as long as the item is Open (Closed unchecked).

9. Click the Save button.