The Minutes Management system allows managers to create, view, and manage meeting minutes. This guide will help you effectively use the minutes management features.
Important Note: Only users with manager privileges can access and manage meeting minutes.
Viewing Minutes
Minutes List: View all recorded minutes in a table format showing date, meeting type, and creator
Sorting: Click column headers to sort by date, meeting type, or creator
Access Details: Click "View Report" or the date link to see full meeting details
Tip: Use the dashboard link to quickly return to your main management page.
Creating New Minutes
Initial Setup:
Click the "Add minutes" button from the minutes overview page
Select the appropriate meeting type from the dropdown menu
Enter the meeting date using the date picker
Recording Content:
Enter all required meeting information in the provided fields
Document key discussions and decisions
Record action items and responsibilities
Managing Existing Minutes
Accessing Records:
Navigate to the minutes overview page
Use the "View Report" link to access specific meeting minutes
Review historical records by date and meeting type
Organization:
Minutes are automatically organized by date
Meeting types are clearly labeled for easy reference
Creator information is tracked for accountability
Best Practices
Create minutes promptly after meetings while details are fresh
Include all relevant attendees and their roles
Document key decisions and action items clearly
Review for accuracy before final submission
Note: Minutes serve as official records of meetings and may be referenced for future decision-making.
Navigation Tips
Use the "Go back to dashboard" button to return to the main manager interface
Access the minutes overview page to see all recorded meetings
Click meeting dates or "View Report" links to access detailed records
Tip: Bookmark frequently accessed pages for quick navigation.