Meeting Process

Purpose

Record a project meeting's agenda, minutes, attendees, and action items.

Role required

Super Admin or Admin.

Steps

1. Create the meeting — title, type, date, location, attendees, agenda.
2. Add the minutes and action items as they are finalised.
3. Set the status to Issued once the minutes are ready to share, and Approved once signed off.

Expected result

A complete meeting record with minutes and action items, viewable by everyone with access to the project.

Linked modules

• Meetings
• RFIs — RFIs are often raised from meeting actions

Common mistakes

• Leaving a meeting in Draft indefinitely — issue it once minutes are agreed so others can rely on it.

What to do next

Follow up on action items in the relevant module (for example raising an RFI or variation if a meeting action requires it).