Select “Meetings” on the menu bar
To create a new meeting record, press the “+” sign in the bottom right corner.
Answer the following questions…
Meeting Title: Enter a title for the meeting.
Type: Tap the arrows to open the selection and select the type of meeting this is.
Date and Time: Enter the date and time from the selector, this is a required field.
Site: Select the site of the meeting so it can be synced
Location: Enter the location of the meeting.
Presenter: Enter the name of the person presenting or leading the meeting.
Topic Summary: Give a summary of the topics the meeting intends to cover.
Worker Attendance: Select each worker who attended this meeting. This will automatically attach meeting attendance to the worker’s record.
Visitor Attendance: Enter a comma-separated list of any visitors or other non-workers who attended the meeting.
Note: Enter any notes relating to this meeting.
Press “Save” to be taken back to the Meetings Record page.