Create a Meeting & Agenda
- Navigate to “Meetings” in the navigation, or, to the Project that you’d like to link the meeting to in the Meetings section.
When adding a meeting from the project it will automatically associate the meeting to that project. Projects
- Click “Add Meeting” button
- Fill in all fields you have information for
- Click “Save Changes”
Copy an Existing Meeting
If there is an existing meeting you’d like to reuse the details of, you can do so by creating a copy.
- Navigate to “Meetings” in the navigation
- Select the meeting you’d like to copy from the list
- Click “More Actions”
- Click “Copy Meeting”
- Use or edit as many details as you need from the new copy meeting
- Click “Save Changes”