Meetings overview
The Meetings feature helps document and manage discussion items from project-related meetings, such as owner, coordination, and subcontractor meetings.
It allows you to track key details, including meeting date, location, purpose, attendees, and both new and existing issues. When used effectively, this feature promotes team alignment, minimizes disruptions, and reduces recurring issues.
Before you begin
- Ensure that all companies that will be referenced as attendees are listed in the project directory. These companies include your company, subcontractors, architects, and so on.
- Optionally, review the meeting types in Settings (
) > Feature Settings > Documentation. This field can be used to group and sort records.
Prepare meeting minutes and send invitations
- Add a meeting
- Import meeting attendees
- Email the meeting invitation to the attendees
- Add new meeting discussion items
- Import old meeting discussion items