Creating Minutes
What is this?
Minutes are typically created based on a completed meeting, but they can also be created independently — without a calendar event. In this case, the minutes will appear only in the list and will not be displayed in the calendar.
How to create a Protocol
To create minutes from a completed meeting, click the Create Protocol icon within the meeting.
A minutes window will open, where you can select which elements of the meeting (e.g., agenda items, outcomes) should be included in the minutes.
To create standalone minutes (not linked to a meeting), use the Create Protocol button located in the filter bar of the "Meeting Minutes" module. Clicking the button opens a full-screen form for entering minute details. Here you can add a title, set the date and time, select the associated project.
Filling out the fields follows the same logic as creating a meeting. For more detailed guidance on specific fields, see: Meeting Details, Participants.