Project Meetings

  • Updated on Jul 31, 2025
  • Published on Jul 15, 2025
  • 1 minute(s) read
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This article walks through how to add a meeting to a project record.

Add a Meeting to a Project

  1. Sign in to your site.

  2. Go to Projects System, expand Meetings, and select Add RecordSelections that show the steps in Projects System, Meetings and Add Record tabs.

  3. Fill out the Meeting DetailsText fields that allow for information to be put into the Meeting Details record.

    • Meeting Number: Automatically generated by the system

    • Status: Choose a status from the drop-down

    • Meeting Type: Select the appropriate meeting type

    • Meeting Date / Time: Set the date and time of the meeting

    • Location: Enter the address of the meeting

    • Meeting Name / Description: Add a name or short description for the meeting

    • Apply to Scheduler: Select to apply the meeting to the Scheduler Tool.

  4. Select Associated ProjectsAssociated Projects shows check boxes so you can select more than one project for a meeting.

    Note:

    The system will allow the user to select multiple projects that will be discussed at the meeting. A copy of the meeting will be placed in each project record automatically by the system.

  5. Select the Attendees for the meeting from the list or type their names into the box provided Attendees show check boxes with names to choose from to add to the meeting attendees.

  6. Fill out the Agenda for the meeting Agenda allows for text to be added to reference the agenda of the meeting. Includes Topic and subtopic selection. Meeting Minue notes text box. Add Agenda Topic can be clicked to add meeting items not linked to a project.

    Note:

    Click Add Agenda Topic to add meeting items that are not linked to a project.

  7. Upload any Documents for the meeting The document section shows a link to click and upload files for the meeting. Allowed file types are listed.

  8. Select Save MeetingSave Meeting button to save the meeting.

  9. The meeting will now show under the Meeting Minutes tab of the project record(s) it was associated with Meeting Minutes tab shows the newly added meeting linked to the project record.

Edit an Existing Meeting

  1. Sign in to your site.

  2. Go to Projects System, expand Meetings, and select SearchSteps that show the steps in Projects System, Meetings and Select tabs.

  3. Search for the meeting and select DetailsList of all meetings found in the search. Details button is highlighted.

  4. Edit the Meeting Details and Associated Projects, as needed Meeting Details section. Text fields can be edited, and Associated Projects selected by checking check boxes.

  5. Note the meeting AttendeesAttendees show check boxes with names to choose from to add, edit or remove in the meeting attendees.

  6. Enter the Meeting Minute NotesMeeting minute notes added or edited within the Agenda section.

  7. Fill out the Meeting Overall Vote section and add any additional notes Meeting Overall Vote section has check boxes to choose names. Categories for names to be added are Voted in Favor, Voted Against, and Did Not Vote. More notes text box available for additional notes.

  8. Click Save MeetingHighlited Save Meetin button to click and save meeting.

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