Use the
Meeting Minutes tab in to define and track important
activities and decisions made during the progress of the project.
This functionality is only available after you apply
the
mApp Solution.
To define meeting minutes:
- On the
Meeting Minutes tab in the form arrangement,
select
New ITPT Meeting Minutes.
- Complete the meeting minute details:
- Meeting Minute ID: Provide an identification code for the
meeting minute (example: 1A).
- Add a title, category, and description.
- Type an explanation of the meeting minute (example: Assess
status of deliverables).
- Select a status and due date.
- Select a name from the
Ball in Court drop-down list or select the
Select User link. This is the person that
owns the meeting minute.
- The
Ball in Court E-Mail field is
auto-populated based on the customer record of the user (Ball in Court).
- Select the
Send an Email link to define and send a
notification email to the user (Ball in Court).
The meeting minute form automatically saves.