Once people and meetings are set up in your database you can create a Meeting Agenda View. Meeting Agenda's are view types and useful when you want to create an agenda for specific goals in ManagePro. This makes it easy to filter those items from all records in the database and manage them as Topics for your agenda, which can be discussed, emailed and updated very easily.
| 1. | Meetings are assigned as Recourses to the Who Field so first the meeting has to be created. See Adding Meetings |
| 2. | Then the Meeting needs to be to assigned in the Who Field. See Assigning Meetings |
Once these two steps are achieved you can create a Meeting Agenda View
To create a Meeting Agenda View, please follow the steps below:
| 1. | In the Outline View, Right click |
| 2. | Select View Configuration |
| 3. | Click Add, or Clone based on the fields you would like displayed. If the fields for your meeting Agenda View are very different from the fields that are available with the existing views, then choose Add. If not, you may Clone an existing view and add and/or remove fields to meet your needs. |
| 4. | Name your View i.e., could be the name of your meeting |
| 5. | Select the Fields you would like included in your Meeting Agenda view |
| 6. | Further, if you would like to add a filter you can do so at this point by clicking the Filter button. A popular filter is filtering on status to display only those records with a particular status. |
| 7. | Click View is Agenda and select the Meeting from the Drop down |
| 8. | Save your changes |
The View is then created. Switch your User Filter to All Users
Notice only those items where Staff (name of your meeting) is assigned to the Who field are displayed
From here you can Print a Quick Report then email the report to participants of your Staff Meeting
If you bring your laptop to the meeting, you can easily update progress, status, or reprioritize as needed. If not,
you can easily update these records after the meeting then run a Quick Report to include the Last Progress Update then email to participants as Meeting Minutes.