Adding details after a meeting
Following your meeting, you may wish to keep a record of what occurred during the meeting.
You can do this by completing the ‘Post Meeting Details’.
Firstly, go to MEETINGS.
Find the meeting using the search bar or by scrolling through those listed.
When you have located the meeting, press the three dots on the end right-hand side of the listing.
Press ‘Edit’.
Navigate across to the ‘Post Meeting Details’ tab.
This is where you can add the information required for record keeping purposes following your meeting.
If the meeting time varied from what was expected, you can add the accurate time of the meeting in the ‘Actual Duration’ box.
You can add the individuals who attended the meeting in the ‘Actual Attendees’ box.
If there are any additional files you need to add now that the meeting has taken place, you can upload them in the ‘Files’ section.
You can also record the minutes of your meeting in the ‘Minutes’ box.
Then press ‘Save’ and your ‘Post Meeting Details’ information will be complete.