Meeting Minutes
Document task-related meetings and decisions.
What are Meeting Minutes?
Meeting minutes capture discussions, decisions, and action items from task-related meetings.
Use meeting minutes to:
- Document decisions
- Track action items
- Record attendees
- Follow up on commitments
- Maintain project history
Creating Meeting Minutes
- Go to Tasks → Meeting Minutes
- Click Create New Meeting
- Fill in meeting details
- Document discussion
- Add action items
- Save
Meeting Information
Basic Details
| Field | Description |
|---|---|
| Meeting Title | Purpose of meeting |
| Counterpart | Who you met with |
| Description | Brief summary |
| Notes | Detailed meeting notes |
Actions
- Start new meeting: Create a new meeting record.
- Delete: Remove one or multiple meeting records.
Reviewing Meeting Minutes
- Go to Tasks → Meeting Minutes
- View the chronological list of all meetings
- Filter or search to find specific records
Related:
- Task Management - Create action item tasks
- Tasks Overview - Module overview