Create a Meeting Agenda

You can use the PM Meeting Minutes form to create a new meeting agenda.

  1. Create a new record in the PM Meeting Minutes form and enter "0" in the Minutes Type field at the top of the form.
  2. Use the Attendees tab to add the meeting attendees.
  3. Use the Info or Grid tab in the lower portion of the form to create the meeting items.
  4. If you need to break down an item into even more detail, use the Lines tab in the lower portion of the form.
Once you have created an agenda for a meeting, you can use the PM Meeting Minutes form to record the information from the meeting.