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Articles on:Meetings & protocols
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  • Create meeting
    The following article describes how meetings are created. Directly to the following sections: Create a new meeting Send meeting date with Outlook Create follow-up appointment Create multiple follow-up appointments Procedure for recurring meetings Troubleshooting appointment invitations for the MFew readers
  • Preparing for a meeting
    The following article describes how meetings can be prepared, the agenda sent and participants informed. Directly to the following sections: Preparing agenda items and assigning tasks/topics Inform participants Preparing agenda items and transferring topics First, the desired meeting must be opened to start the preparation. (https://storage.crisp.chat/users/helpdesk/website/d29f517da520580/auf-sitzungen-Few readers
  • Execution of a meeting
    The following article describes how to execute a meeting with buildagil and how to edit the protocol during the meeting. Directly to the following sections: Attendance check Conduct of meetings Attendance check Before the meeting begins, the attendanceFew readers
  • Rework protocol
    The following article describes how the rework of a meeting (taking minutes, sending minutes for approval) is carried out. Directly to the following sections: View and edit tasks and topics Submit protocol for approval Once the meeFew readers
  • Protocol templates
    The following article describes how to create and edit your own automatic log templates. Directly to the following sections: Create and edit log templates Multiple minutes templates per meeting typeFew readers
  • Approval of minutes
    The following article describes how a protocol can be checked and then approved or rejected. Directly to the following sections: Approval of minutes Additional information from the meeting organizer Download the PDF protocol Protocol approval To approve a protocol, you can click on View & approve details in the meeting. (https://storage.crisp.chat/users/helpdesk/wFew readers
  • Export meetings as Excel
    The following article describes how meetings can be exported / synchronized to an automatically updating Excel list, which can then be used for further processing. Directly to the following sections: Export meetings Export meetings Go to Meetings in the project. The entire list of meetings is always exported and synchronized. This list can then be filtered in Excel. (https://storage.crisp.chat/users/helpdesk/Few readers
  • Visibilities on meetings & protocols
    Customization of visibility on meetings & protocols | Visibility on meetings & protocolsFew readers

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