How do I distribute Meeting Minutes?

KEEP IT SIMPLE!

In RedTeam Go Meetings the Agenda and Minutes are really the same worksheet. That means when you Print or Send an Agenda or Meeting Minutes notification, the only things that change are the headings and name of the Printed Document and the Description and Attachment in the notification e-mails. This makes it easy for edits and gives you the best control over the whole process.

Record Meeting Minutes

Click on the Meeting ellipses and click Edit to open and update all the Meeting items during or after meeting.

• Update Meeting attendance
• Add details to Discussion topics (via the ellipses)
• Change any completed issue statuses to Closed

Send Meeting Minutes

There are 2 ways to Send Meeting Minutes

1.) From inside Meeting

• Switch Toggle to Minutes
• Click Gear Symbol
• Click Send to Open E-mail notification

2.) From the Meetings List Screen

• Click Ellipses
• Select Post Finished Minutes, which will change the Status of the Meeting from Agenda to Minutes on the meeting List screen
• Next select Send to Attendees on the Gear icon to open email notification window
• Review and Send Meeting Minutes notification

Both methods will send open the Meeting Minutes Notification Email

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