Manage meetings and meeting actions

Create a meeting

1. Open Meetings and select Create Meeting.
2. Enter the title, meeting type, date, time, host and location.
3. Add attendees and an agenda.
4. Attach any documents participants should review.
5. Save the meeting and distribute it through the project workflow.

After the meeting

Record decisions and create actions with an owner and due date. Use a formal project record when the action needs its own workflow.