This procedure allows you to add discrete task items that are identified during a meeting.
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Navigate to Contracts > Meeting Minutes.
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At the top of the screen, in the green parameter bar, click the Contract ellipsis to select the required project.
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If required, click REFRESH to update the screen.
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Click the Meeting Register tab.
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Select the Meeting ID hyperlink. The Meeting Details panel appears.
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Click the Action Items tab.
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Click the Insert Row icon to add a new row.
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(Optional) To update data, populate as indicated below:
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Type an ID.
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Type a Description.
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Enter the Owner Email.
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Click the Priority ellipsis to select the required priority. The available options are listed below:
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High
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Low
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Medium
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Click the Status ellipsis to select the required status. The available options are listed below:
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Closed
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Draft
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Open
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Select the Due Date.
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Click SAVE.
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View Settings are available to limit columns selection.
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Click the Delete Row(s) icon to delete the selected row.
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