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Meeting Minutes (Tasks)

Overview​

Meeting Minutes in the Tasks module lets you work with meeting records that include a title, who led the meeting, the counterpart, when it was held, and supporting details like description and notes. You can start a new meeting from this feature.

How to access​

In the Compass sidebar, go to Tasks, then select Meeting Minutes.

Key features​

  • View meeting minutes in a table that includes Actions, Title, Led By, Counterpart, Held On, Description, and Notes.
  • Click + Start New Meeting to create a new meeting minutes record.
  • Use meeting-related actions available from Actions, including Delete meeting.
  • Use meeting minutes fields and dialogs that include Meeting Title, Led By, Counterpart, Held On, Description, and Notes.

Field descriptions​

Meetings table columns​

  • Actions: Where you access available meeting actions (including deleting a meeting).
  • Title: The meeting title.
  • Led By: The user who led the meeting.
  • Counterpart: The counterpart for the meeting.
  • Held On: The date the meeting was held.
  • Description: A description for the meeting.
  • Notes: Notes for the meeting.

Meeting minutes fields (used in meeting minutes dialogs)​

  • Meeting Title: The title for the meeting minutes record.
  • Led By: The user leading the meeting.
  • Counterpart: The counterpart associated with the meeting.
  • Held On: When the meeting took place.
  • Description: The meeting description.
  • Notes: Notes captured for the meeting minutes.