Take minutes

Minutes are written item by item, against each agenda item.

Minute an agenda item

1. Open the meeting and click the Agenda tab.
2. Click Edit on the item.
3. Write what was discussed in Minutes (discussion notes), and what was agreed in Decision.
4. Set the Owner and Due date for whoever has the action.
5. If the item is finished, set Item status to Closed. Leave it Open to carry it into the next meeting.
6. Click Save item.

Read the minutes

The Overview tab shows Agenda item minutes: the minutes and decision of every item, on one page. Items with nothing minuted are left out.

Mark the meeting as minuted

When the minutes are written up, move the meeting's status to Minutes:

1. On the Details tab, under Move to, choose Minutes.
2. Click Update status.

Once a meeting is in Minutes:

• Its PDF is titled Meeting Minutes instead of Meeting Agenda.
• Follow-Up Meeting appears at the top of the page.
• People can't be removed from its attendance sheet.

Good to know

• StruXure doesn't email the minutes. To share them, print the PDF report and send it.
• If the minutes need correcting later, move the meeting back to Awaiting minutes, fix them, and move it to Minutes again. Each move is recorded on the History tab.