Record Project Meetings

Meetings can be recorded directly on a project to keep a running log of discussions and decisions made during the project’s life.

Adding a meeting

1. Open the project.
2. Click the Meetings tab.
3. Click Add Meeting. Fill in the meeting details and click Add Meeting again in the dialog to save it. (Reopening an existing meeting shows Save Meeting instead.)
4. Fill in the meeting details:
   • Date of the meeting
   • Title or subject
   • Any other relevant fields your firm tracks
5. Save the meeting.

The meeting now appears in the list on the project’s Meetings tab.

Viewing and editing meetings

• Click any meeting in the list to view its full details.
• Use the edit option to update the meeting information if needed.

Removing a meeting

Find the meeting in the list and use the delete or remove option to remove it from the project.

Related pages

• Projects
• Use the calendar
• View project history