![]() ![]() Reserved for future use by your organization The Meeting Minutes Additional Information block is reserved for future use by your organization. Record status for a workflow BP record is based on the workflow action preceding the current workflow step.Ī shareable link to this record, for anyone with the necessary permissions General overview, or goal, of the meeting The meeting minutes number for this meeting Indicates whether the meeting is recurring This feeds the auto-sequence number in the Record Information block. The date and time when the meeting starts Key information about this meeting is provided below. The record now moves to the next step in the workflow. When the Notification window opens, review the content and click OK. If permitted, you can adjust task due dates for all users, or set individual task due dates for each assignee.These users will receive a notification about this Meeting Minutes, but are not assigned a task. If permitted, you can add users to the CC list.On the Workflow Action Details tab, select who should receive this Meeting Minutes.After completing the form, select Send in the top-right corner.The Attachments tab displays an icon if at least one file is attached to the record. To add attachments, click the paper clip button on the Attachments tab.You can click Save at any time to save a draft version of the form. Refer to the tables below to complete the form. Using the navigator on the left side, navigate to Project Management / Meeting Minutes.Note: You must enter a value in all required fields (*) before you can save the form. Click Send to route the form to the next assignee. After completing the form, click Send and select an action in the Workflow Actions list to determine the next step in the workflow. Take action on an existing Meeting Minutes task that has been assigned to you from the Tasks log.Ĭomplete the Meeting Minutes form and attach related documents, if needed. The Meeting Minutes business process might be created by the following business processes: Not applicable Creating a Meeting Minutes RecordĬreate a Meeting Minutes record by navigating to Project Management / Meeting Minutes on the Project/Shell tab, or from the Tasks log on the Home tab or relevant Project/Shell tab. The Meeting Minutes business process might create the following business processes: Action Item, Issue You can disable this in the workflow setup if necessary. ![]() ![]() Note: Meeting attendees are automatically copied on the final step of the Meeting Minutes workflow. The recipients in the second step can take the action of approving or rejecting the record or send it on to others. Typically, a user with the necessary permissions can create the record and either move it directly to the end step or send it to others for review or approval. The default workflow for the Meeting Minutes business process is set up in a certain way however, it may be used differently by your organization. This is a Project-level business process with a workflow, provided in the system template. It often acts as the source of Action Item business process records. Use the Meeting Minutes business process to capture project-related meeting minutes, track unresolved items, launch follow-up action items, and track progress between meetings. ![]()
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