Exporting Meetings as Excel Files
Exporting Meetings
Troubleshooting
Exporting Meetings
The export function allows you to create a complete list of all meetings in a project and process it further in Excel. This enables you to perform custom analyses based on the current data. The meeting list is continuously synchronized, which prevents different or outdated versions from circulating. The export option is available for the meetings in the project. All meetings are alwaysFew readersApproval of the Protocol
Approval of the Minutes
Additional additions by the meeting organizer
Approval by External Contacts
Download the PDF protocol
Handling Additional Revisions During the Approval Phase
[Subsequent amendments to the approved protocol](#3-subsequent-amendments-to-the-appFew readersMeeting Overview
Benefits of Meetings
Agenda
Comment Types in Meetings
Benefits of Meetings
The meeting feature in buildagil makes it much easier to execute and take minutes of meetings. Project content is directly linked to the meetings, ensuring that work is always done in the right context. Discussed topics and decisions are seamlessly integrated back into the project and automatically and accurately documented. This cFew readersReworking the Protocol
Reworking Tasks & Topics
Generating and Sending the Protocol
Reworking the Protocol Again
Reworking Tasks & Topics
Once the meeting has been held, its status changes to "Follow-up." You can now reopen the agenda and make adjustments to the comments on the tasks and topics to improve the transparency and quality of the protocol.
![](https://storage.crisp.chat/users/helpdesk/websiFew readersPreparation for Meetings
Preparing the agenda items and assigning tasks and topics
Editing of the Agenda Items
Incorporating draft comments from previous meetings
Meeting Progress and Schedule
Informing the participants
Preparation of Agenda Items and Assigning Tasks & Topics
Once the meetingFew readersExecution of Meetings
Attendance Tracking
Minute-Taking
Editing Session Progress
Adding Agenda Items to the Agenda During the Meeting
Attendance Tracking
Before the meeting begins, you can first check the list of participants and make any necessary adjustments. This ensures that all participants are listed correctly in the protocol. Participants who are not present can be movFew readersCreating Meetings
Creating a New Meeting
Scheduling a Follow-Up Appointment
Creating Multiple Follow-Up Appointments
Creating a New Meeting
A new meeting can be created directly within the project under "Meetings" or via the menu navigation. In the meeting creation form, you can now enter general meeting information, specify the organization, add participants, and edit the options. FoFew readersVisibility & Permissions for Meetings & Protocols
Adjusting Visibility
Visibility Settings When Transferring Tasks & Topics
Visibility & Permissions in Details
For general information on visibility and permissions, see the following article: Visibility & Permissions.
Adjusting Visibility
By default, a meeting is visible to the [Participating Teams](/en/article/prFew readersSending Appointments Using Outlook
Sending Appointments with Outlook
Adjusting Appointments
Canceling Appointments
Procedure for Recurring Appointments
Troubleshooting
Since the behavior at Controls & Inspections and Meetings is identical, the following article desFew readers