Create a Meeting Group

A Meeting Group represents a set of interrelated meetings (E.g. Site Meetings).

Each meeting contains a set of meeting minutes that are recorded over the duration of a meeting by a project team member.

To create a Meeting Group, follow the steps below.

Step 1:  Go to Meeting Minutes

Navigate to your management module and click on the Meeting Minutes tool to access your project's Meeting Groups.

Step 2:  Create a Meeting Group

Click the "CREATE FOLDER" button to create a Meeting Group.

Step 3:  Enter the Meeting Group name and save

Enter the name of your Meeting Group and click the "SUBMIT" button.

If you have any questions about Meeting Minutes, shoot us an email at [e-mail] and our Customer Success team will be in touch.