Minutes from project meetings and activities
On a project, there are many negotiations with the customer, with suppliers or meetings of the internal project team. Results - the final conclusions, decisions or tasks sometimes must be formally taken as evidence and basis for later follow-up activities or decisions.
Keeping project meeting minutes is easy. In Aptien project manager, you have the ability to keep all your project activities in the form of brief minutes that are connected with the project as well as all project meeting participants (if they have permission). Each minute is automatically linked to the project and its participants, and you can also see it in the calendar. It's easy to keep track of. You don't have to think about where to save it, the system does it for you.
What types of project activities you can keep
- Personal meeting or negotiation
- A phone call related to the project
- Email communication
- Online project meeting
- any other project activity you need to record
A template - what to include in the project meeting minutes
- Activity type - select the type of project activity
- From - To - time frame of the project activity (setting the date and time)
- Who - add the employees who participated in the project activity
- With whom - if the project activity included persons outside your company, enter their contact name(s)
- What company - if needed enter the project customer, subcontractor or investor company name
- Minutes - describe the subject of the meeting
- Conclusion - we recommend to summarize key points or decisions here
- Tasks - enter the tasks resulting from the project activity
This meeting minute is automatically connected with the project and the activity participants "Who" (for the employee), "With whom" (for the contact), and "What company" (for the company) fields. Also, the minute is visible in the calendar.
