Use the
Meeting Minutes tab in to define and track important
activities and decisions made during the progress of the project.
Note: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.