Video in production

Meetings

Agendas, minutes, follow-up meetings and the actions register.

What you will learn

  • What is a meeting
    Move between the Calendar, List and Actions tabs and read each meeting's number and status.

  • Create a meeting
    Select New Meeting, choose a meeting type to load its agenda, add attendees and select Create.

  • Issue minutes and create a follow-up
    Record attendance and actions, select Issue to send the minutes and Follow-up to create the next meeting.

  • Follow up open actions
    Open the Actions tab and filter open items by responsibility, due date or status.