Creating a Meeting¶
Who can do this¶
Super Admin and Admin.
How to create a meeting¶
- Select New Meeting.
- Enter a Title.
- Choose a Type (Progress, Design, Commercial, Safety, Subcontractor, Other).
- Enter the Date and Location.
- Enter Attendees (comma-separated).
- Enter the Agenda and, if available, the Minutes and Action Items.
- Choose a Status (Draft, Issued, Approved).
- Save.
What happens after you save¶
The meeting appears in the project's Meetings list. Opening it later shows a detail view with attendees as individual pills and any recorded action items.