Meetings

The Meetings module lets you keep a record of meetings held for a project, so decisions and follow-up actions are logged in one place rather than scattered across email or personal notes.

Logging a meeting

1. Go to Meetings and select + Add Meeting.
2. Enter a Meeting Title, confirm the Project, and set the Meeting Date.
3. Select Add. Open the meeting record afterwards to add tasks or attach documents from the meeting.

The Meetings list shows each meeting's date, its open task count and its author, so you can see at a glance which meetings still have follow-up actions outstanding.