Developments - Meetings

Developments - Meetings

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This article is part of the Developments section.
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The Meetings tab on each development allows you to record details for meetings already held, as well as upcoming meetings.

Recording a meeting

  1. Navigate to the Development tab.

  2. Use the filters to locate your development, highlight and double-click to open.

  3. Select the Meetings tab.

  4. Click Add to open the Development Meetings Add/Amend screen.





  5. Enter the date and time of the meeting in the Meeting Date fields. 

  6. Select a Meeting Type from the dropdown. You can add more types to suit your needs. See: System Parameter - Creating Meeting Types

  7. Enter a Description.

  8. Meeting notes can be typed directly into the Notes box.

  9. Click Save.

  10. A pop-up will ask if you want to set a reminder. Click Yes if your meeting is in the future, and you want to be reminded closer to the time.


    An example reminder.

  11. If you are using Notifications, you will see a pop-up confirming a new meeting was created.


Adding Attachments

  1. Once you have saved the meeting, the Attachments area will become active.



  2. Click Add on the right of the screen.

  3. Click Upload File to browse for and attach your document or image.



  4. Enter a Description.

  5. Click Save, then OK to dismiss the confirmation pop-up.

  6. Once a file has been added, you can click View to open it in a new window.

  7. Click Amend to change the Description or choose a different file.

  8. Click Delete to remove an attachment.

Saving a meeting

Once you have filled in all details and added attachments on the Development Meetings Add/Amend screen, click Save to save the meeting to the development.


This will create a new entry on the Meetings tab.



You can go back and amend the meeting notes at any time by highlighting the meeting in the grid and clicking Amend.



Deleting a meeting

If you want to delete an entry. click Delete.



You can view deleted meetings by ticking the Show Deleted box in the Search bar.




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