Create meeting minutes to create an agenda for a meeting and to record what occurred
during the meeting. The meeting minutes lists the agenda items to be discusses and action
items assigned.
If needed, you can select internal users who should review
the meeting minutes. Reviewers should use the steps outlined in the Review and Approve Project Documents topic to review meeting minutes. Once you have created the meeting minutes, you can
create a PDF file from a meeting minutes form that you can view, print, or send in an
email.
- Optional:
If you haven't already done
so, set up your document management defaults.
- Optional:
If you haven't already done
so, set up your meeting minutes types.
- Optional:
If you haven't already done
so, set up your document routing distribution groups.
-
On the Enter Meeting Minutes screen, create meeting
minutes.
- Optional:
Select the users and/or the
document routing distribution group that will review the meeting minutes.
- Optional:
If needed, contact the
reviewers to advise them to review the meeting minutes.
- Optional:
On the View Tasks screen, periodically view the status
of the document routing for the meeting minutes to monitor the review process.
- Optional:
Once the meeting minutes are approved, manage the
meeting minutes and the PDF file as needed.
After you create meeting minutes, you may want to:
