How To View A Meeting And Add To Timesheet?

To view a meeting and seamlessly integrate it into your workflow, follow these steps:

Viewing a Meeting

Click on the meeting ID to redirect to the dedicated meeting page, where comprehensive information about the meeting is available.

• Meeting Page Features

• On the meeting page, access meeting details, including agenda, discussion notes, followup actions, key decision points, and more.

• Meeting Agenda

• Add or review meeting agenda items, ensuring all topics are organized and addressed during the meeting.

• Discussion Notes

• Document discussions during or after the meeting, providing a reference point for all participants.

• FollowUp Actions

  
  

• Record followup actions, assign responsible members, and set deadlines to ensure accountability and completion.

• Key Decision Points

• Capture key decisions made during the meeting, providing clarity on the outcomes and next steps.

• Adding to Timesheet

  
  

• Incorporate the meeting hours into your timesheet directly from the meeting page.

• Log the time spent during the meeting to calculate work hours accurately.

By utilizing these features, ChetsCRM facilitates a comprehensive approach to meeting management, ensuring efficient collaboration, documentation, and integration with your timesheet for streamlined project tracking.