Meeting Overview

The Meeting feature is used to document discussion items for project meetings. Examples of such meetings are owner, coordination, and subcontractor meetings.

Information such as meeting date, location, purpose, attendees, new issues, and old issues can all be tracked. Used successfully, it will benefit the entire team to reduce disruptions and issues.

Before Creating Meetings

1. Make sure all Companies that will be referenced in the Attendee list or marked responsible for a meeting item are listed in the Project Directory. These companies include your company, subcontractors, architects, and so forth.
2. Optional: Review the options list for Meeting Types. This field can be used for grouping and sorting records.

Prepare Meeting Minutes and Send Invitations

• Add a Meeting
• Import Meeting Attendees
• Email Meeting Invitation To Attendees List
• Add New Meeting Discussion Item
• Import Old Meeting Discussion Items

Distribute Meeting Minutes

• Printing Meeting Minutes
• Emailing Meeting Minutes in HTML Format
• Email Open Items to External Team Members