Create a meeting

You can create a new meeting with a new set of topics. Alternatively, you can create the next meeting in the series and carry forward incomplete topics to it.

Note: If a topic is carried forward multiple times, the Originated From Meeting field always displays the original meeting that it was first added to.

Create a new meeting

Instructions on creating a new meeting.

  1. In the Meeting Minutes module, select Create icon(Create)
  2. In the Meeting Name field, select a meeting name, or enter a new one.
    Note:
    • New meeting names are added to the lookup list settings at the portfolio and project levels. If this setting is unlocked at the project level, the new meeting name is only added at the project level.
    • The meeting name is only editable in the Create dialog.
  3. In the Purpose of Meeting field, enter the a description.
  4. In the Meeting Location field, select a location, or enter a new one.
    Note:
    • New meeting locations are added to the lookup list settings at the portfolio and project levels. If this setting is unlocked at the project level, the new meeting location is only added at the project level.
    • If you edit the name of the meeting location in the record, the previously named meeting location is retained as a separate lookup list item.
  5. Enter the date and times, and then select Create.
  6. In the Information panel, edit the meeting details.
    • To change the status, select an option from the Status list.
    • To add an attendee, select Add in the Attendees section, and then select the name.
    • To add a courtesy copy, select Add in the Courtesy Copies section, and then select the name.
      Note: A notification isn't sent to courtesy copy recipients in the Information panel. However, they do have access to the record and can be added to the meeting invitation.
  7. On the Topics tab, add the topics and linked action items.
  8. On the Comments tab, enter a comment, select Link icon(Links) to link items, and then select (Send)Send icon
    .
  9. To set who has access to the meeting, select Sharing icon(Sharing), and then select an option.
  10. To link an item to the meeting, select Link icon(Links), select Add icon(Add), and then select the item type.
  11. Send the meeting invitation if necessary.
  12. Save the change as follows:
    • To save the changes and keep the record open, select Save icon(Save)
    • To save the changes and close the record, select Back arrow(Save).

Create the next meeting

Instructions on creating the next meeting.

  1. In the Information panel of the current meeting, select Create Next Meeting.
  2. Edit the details for the next meeting.
  3. Select the topics to carry forward to the next meeting.
    The items with a non-closed status are selected automatically.
  4. Select Create.
The comments, linked items, attendees, and selected topics with their linked action items are copied into the next meeting.
Note:
  • Action items with locked statuses aren't copied over.
  • Closed topics remain closed.