Add a minute, note or action to an item to provide more detail for that specific item.
To add a minute, note or action:
-
Select an item, and then click inside the Minutes text box.
-
Enter any necessary text, and then select from one of the following options:
Note:
If you have shorthand options set up in the Options menu, you can enter your text with abbreviations, and then press the space bar to expand the text. For example, if you set up a shorthand option of "co," which expands to the word "company", you can simply enter "co" in the Minutes section, press the space bar, and the text expands to the word "company." See Shorthand Tab for more information.
-
Record as Minute. The text displays under the item for which the minute was recorded with a clock and piece of paper icon.
-
Record as Note. The text displays under the item for which the note was recorded with a clock and blank paper icon.
-
Record as Action. The text displays under the item for which the action was recorded with a clock and green arrow icon.
Note:Minutes and Actions display in the Minutes document when the document is compiled. The Notes are internal-only, and do not display in the compiled Minutes document.
-