Create a Meeting

  1. In the project, please click on the '+Create Issue' button. A newly created project has initially only the 'Meeting' Issue type associated.


     
  2. To create a new Meeting Issue, please select Meeting.
  3. In the ‘Create Meeting’ window, please fill out the data fields:
    Subject – type in the subject of the Meeting.
    QMS – check it if the Meeting is QMS related (To Create a QMS Issue).
    Host – select a user as the Host of the Meeting.
    Participants – select users who will be participating in the Meeting.
    Start date – select start date.
    Due date – select due date.
    Attachments – add file attachments to the Meeting.
    Agenda – add agenda for discussion.
    Click Create.



    When the Issue is created, a notification appears in the top-right corner of the window.



    Your new Issue is now visible in the Project > Issues list and on Dashboard > Meetings.
     

    meeting

 

Meeting notifications

If a Meeting is starting soon, you get a notification about the Meeting, and time left until the Meeting starts. The notification looks like the following:

Create more Issues

If you want to create more Issue types in your project, you need to first associate other Issue types to your project.

  1. To associate Issue types to your project, please click on 'Project Settings'.
  2. Select 'Issue Types' in the left-side menu and click on 'Edit Issue Types' in the top-right corner.
  3. In the next window, please select the Issue Types you want to associate to the project, and click on the 'arrow' button pointing to right. Click Update.


     
  4. Now, you can create all types of Issues.