Create a Meeting & Agenda
- Navigate to “Meetings” from the navigation, or, navigate to the Project you want to associate the meeting with
When a meeting is added within a project, it is automatically associated with that project.
- Click “Add Meeting”
- Complete all available fields for which you have information for
- Click “Save Changes”
Copy an Existing Meeting
If you want to reuse details from an existing meeting, you can create a copy and make edits as needed.
- Navigate to “Meetings”
- Select the meeting you want to copy from the list
- Click “More Actions”
- Click “Copy Meeting”
- Review and edit the meeting details as needed
- Click “Save Changes”