Creating Meeting Minutes

Creating minute minutes in Part3 is easy, and is very similar to the field report function.

Step 1: Click on the 'Reports' tab on the left-hand navigation.

Step 2: Click '+ Meeting Minutes' in the top right-hand corner of the screen.

Step 3: A modal will appear Fill out all of the required fields. When ready, click the blue 'Create Meeting Minutes' button at the bottom of the pop-up.

Step 4: Click the '+Section' to start creating sections in your minutes. Click 'Add Section' once finished.

Step 5: Similar to Site Reports, you can add items under each section. You can also add as many notes under your items.

Step 6 (optional): Set the status of your item. The options are 'ongoing' or 'closed'. You can also leave this blank if you prefer.

Step 7 (optional): You can add images to your items by clicking the 'Attach Image' button.

Step 8 (optional): Assign items to people by clicking the 'Assign' icon and selecting their names.

Continue creating your items and sections as your meeting continues.