Hi everyone, it's Sam from Site Mate. Meeting minutes are a type of document used to record items discussed by different parties, including outcomes and next steps. In this video, we'll look at how meeting minutes can be completed and organized using - Pivot. This will make it easier for you to document, access, and analyze your meeting minutes at any time. We've already set up the meeting minutes template. As you can see, no forms have been created yet. To do that, click the green button "Add Minute" over here. The template is already set up with various fields. You can enter the meeting date and time, for example, if it ran from 9:00 AM to 10:00 AM. The venue for the meeting was the site office, and the attendees were Sam, Jayne, and Blake. However, Tom couldn't attend. The template also includes sections for different agenda items, such as administration, safety, and program design. You can add agenda items, discussion points, and records of the discussion points for each topic. You can also record the agreed actions and due dates. Multiple line items can be added as needed. Once you're satisfied with the information entered, save the form. The record will be stored in - Pivot for easy access later on. A couple of handy features in - Pivot include the ability to download the records. If you need to print the meeting minutes, you can download them as a PDF. You can also send the meeting minutes as a PDF to someone by clicking the button and entering their email address. Another useful feature is the activity section. It provides full traceability of any changes made to the meeting minutes later on. This can be helpful in tracking revisions and updates. That's it for this video on completing and organizing meeting minutes using...
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Free project meeting minutes template excel Form: What You Should Know
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Video instructions and help with filling out and completing Free project meeting minutes template excel
