Assignment - Type and select the name of the party responsible for this Issue. It can also be identified as a General Note or Unassigned
Status - Open or Closed
Description Text Box
Click Add Issue
Use Trash Can Icon to Delete
Click Issues ellipses and select Pull Open Issues. This will pull any issues that remained open on the previous Meeting. Closed issues will not be pulled forward. To avoid duplication of Issues, it will only pull from the previous meeting of this Meeting Type.
Start to type name in Search box, suggestions that match will appear.
Click the + sign to add users to the Meeting
Select Attendance from toggle: Absent, Present or Conference
Delete - Use Trash can icon to remove an attendee
To add Attachments - Drag and Drop files or Click to Browse
To Add Reports - Click report ellipses to select from the list of available reports
Agenda can be Sent either by clicking the Gear inside the Meeting>Click Send or click the X to return to the Meeting list Screen.
From Meeting Screen, click the Meeting ellipse and Select Send to Attendees
Add Meeting to your preferred Calendar by downloading the ICS file to from the Menu