Use Records to Track Activity and Plan Future Tasks
- The "Minutes" tab displays all activities or events related to the item, such as Meeting Minutes, Phone Calls, Repairs, etc.
- Click the "+ Add Minute" button to create a new minute. The activity record is saved after clicking the blue "Save" button.
- Open an existing items by clicking the icon on the left, or by hovering over the record and clicking. You can also delete the record on the right side; the system will confirm if you want to proceed with deletion.
