Distribute Minutes

Record Meeting Minutes

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

  • Update Meeting attendance,

  • Issues details (via the ellipses)

  • Change any completed issue statuses to Closed

Post Meeting as Final

When complete, you can post your meeting from the Gear inside the Meeting Screen (Post as Final) or from the ellipse Menu on Meeting List Screen (Post Finished Minutes).

*NOTE Posting the minutes changes the Title of the Meeting report to say Minutes rather than Agenda.

Distribute Meetings

After Posting the Meeting as Final, you can now Send Meeting Minutes to Attendees either from the Gear inside the Meeting Screen or clicking Send to Attendees from the ellipse menu on Meeting List Screen (see both menus above).

Video Tutorial on how to Finalize/Post/Distribute Meeting Minutes