Add a new meeting discussion item

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select Meetings in the Documentation section.
3. Select the meeting number from the list.
4. In the New Business Items section, select Add.
5. Update the meeting Item # as needed.
6. Optionally, enter a Category.

   For example, Concrete, Electrical, Plumbing, Permits.

   Alternatively, you can select the magnifying glass icon () next to the Category field and select an existing option.

7. Enter the Subject.
8. Enter the Discussion description.
9. Optionally, select the responsible Company and Contact from the dropdown.

   The Company dropdown is populated from the project directory.

10. Optionally, select the Due Date.

    New business items will appear in the Documentation Calendar and Alerts for as long as they're open.
11. Optionally, in the Status and Conclusion Comments section, select the Closed checkbox if the meeting item has been closed and enter your comments in the available field.
12. Select Save.