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Articles on:Meetings & protocols
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  • 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 The meeting list is continuously synchronized, which prevents different or outdated versions from circulating.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 readers
  • Approval 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 readers
  • Meeting 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 readers
  • Reworking 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 readers
  • Preparation 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 readers
  • Execution 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 readers
  • Creating 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 readers
  • Visibility & 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 readers
  • Sending 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

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