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Viewing and Adding Minutes

Last Updated: Jun 28, 2017 02:08PM NZST

Viewing and Adding Minutes

Minutes are an important part of keeping organised and on track.


Step 1:

Whilst in the build project overview in "site/build" click into the grey "minutes" tab.

You will be taken to the minutes overview.

Here you can see an overview of clients, and places to add minutes, export CSV and a print option.

If you click on a client you will be taken to their client overview.

Step 2:

Click the blue “add minute note” button.

Step 3:
A box will appear; you can allocate who the notes go with and write in the notes.

Click on the drop down box to view the list of people you can allocate notes to.

You need to choose the correct name to attribute the notes to, otherwise they will be attributed to the person at the top of the list.

Step 4:

Add your notes into the “notes” text box.

Step 5:

Click “save”, your notes will be saved!

 

Step 6:

To export CSV files click on the blue “export CSV” button. From there the file/s will download onto your computer.

 

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