Content in Meetings

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Content in Meetings

Content is added to the Agenda or Minutes components of a meeting in a variety of ways. You can add and format text, add new issues and tasks, reference existing issues and tasks, and add comments to issues or tasks.

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Text Content

Text content can be added to both the Agenda and Minutes components of a meeting.

Adding Text Content

To add text content to an agenda or minutes, click in the content area and start typing. Press enter to start a new line or to add embedded content. Changes you make are saved approximately every 100 characters or anytime you click the blue Save button.

Editing Text Content

To update the text in an agenda or minutes, click in the content area and start typing your changes. Changes are saved approximately every 100 characters, but you can also click the blue Save button when you are done making changes.

Formatting Text Content

You can add formatting to your text content. Highlight the text you would like to format and a formatting menu appears. To apply formatting to the highlighted text, click from the options available in the formatting menu while the text is still highlighted.

Formatting Options

  • Bold
  • Italics
  • Underline
  • Heading
  • Bulleted list
  • Numbered list
  • Increase indentation
  • Decrease indentation

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Embedded Items

Issues and tasks can be added to the Agenda and Minutes components. These are the same issues and tasks that you find elsewhere in the project.

Issues and tasks can be added as either new items or referenced items.

New Items

You can create new issues and tasks directly from a meeting. Issues and tasks created in the meeting are listed in the Issues and Tasks components of the meeting. Issues maintain the same phase as their originating meeting while tasks do not have a phase.

Referenced Items

You can add references to issues and tasks that already exist in the project. References are included in the agenda or minutes of a PDF reports from the meeting. Referenced items will not be included in the Issues or Tasks components of of the meeting.

Adding Embedded Items

You can add issues, tasks, and comments to issues or tasks directly in your meeting agenda or minutes. Select whether you want to add new items or reference existing items from the embedded items menu.

1
Press enter to start a new line or place your cursor on a new line.
2
Click the Plus (+) icon to display the embedded items menu.
3
Click on the icon of the embedded item you would like to add.
NOTE Hover over an icon to view a description of the icon.

From left to right, the icons represented are

  • Add new issue
  • Reference existing issue
  • Add new task
  • Reference existing task
  • Add new issue comment
  • Add new task comment
Adding a New Issue or Task

Click the Add New icon for an issue or task, and a window with the appropriate form appears. Fill in the form, then click Save and Close to exit the modal or Save and Add Another to continuing adding more issues or tasks.

Reference an Existing Issue or Task
1
Click the Reference Existing icon for an issue or task. A window with the appropriate form appears.
2
Click to select one or more items from the list of issues or tasks.
3
Click Add.

Adding Issue or Task Comments

You can add a comment to an issue or a task from within the meeting — even if the issue or task originates in another item.

1
Click the Add Comment icon for an issue or task. A window with the appropriate form appears.
2
Select the issue or task you would like to add a comment to.
3
Type your comment in the textarea at the bottom of the window.
4
Click Add.

Editing Embedded Items

You can move, edit, or remove embedded items from your meeting agenda or minutes. To perform an action on an embedded item, click on the item. A menu with the options to Move, Edit, or Remove appears.

Moving an Embedded Item

Click Move from actions menu of the embedded item. The content of the agenda or minutes expands to show drop areas for moving the item. As you hover over a drop area, the text Move Here appears. Click in the drop area to move the selected item.

Editing an Embedded Item

Click Edit from the actions menu of the embedded item. The edit form opens in a window. Make your changes and click Save.

Removing an Embedded Item

To remove an embedded item, click Remove from the actions menu of the embedded item. Confirm the action in the window that appears.

For items created in the current meeting, you have the option to Remove Reference Only from the agenda or minutes or to Remove Reference and Delete the actual issue or task. This is an important distinction to make because removing a reference to an issue or task does not delete the issue or task. The item can still be found in either the Issues or Tasks component of the meeting, and you can add the reference back later. Deleting reference will not only remove the reference from the content but also delete the actual issue or task record from the project.

For referenced items created outside of the current meeting, you only have the option to Remove Reference. These issues and tasks cannot be deleted from the meeting because they were created outside of the meeting. To delete these items, go directly to the issue, task, or its containing record.

When you add or remove a reference, the meeting is saved and the changes are reflected in the meeting overview accordingly.

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Copying a Meeting

To copy an agenda or minutes from a previous meeting into the current agenda or minutes, click the Copy button in the menu and select the existing agenda or minutes to use.

1
Click the Copy button in the upper right of the meeting.
2
Select the source meeting from the window.
3
Select the part of the selected meeting you would like to copy.

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Saving a Meeting

Changes you make are saved approximately every 100 characters and anytime you add or remove a reference. You can also manually save your work by clicking the Save button.

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