Location:  Bookkeeping module > Dashboard > Client specific > Schedule > Minutes of Meeting


Help/Guide
  


Minutes of the meeting is a written or recorded documentation to inform attendees and non-attendees of the happenings during the meeting.





On clicking +Add page appears for new.

Minutes Include;

  • Writers Meeting

  • Meeting called to order at......by.......

  • Meeting Location

  • Meeting Type

  • Members Present

  • Reading of Agenda

  • Approval of Minutes

  • Business

  • Meeting adjourned at

Schedule Notes

  • You can add a note by +Note

  • You need to enter title and description.

  • Same would be listed on note page, You can also filter by title and description, and search the note.

  • For each note, you can select action as Edit Delete.


Adding Schedule notes