
Project Collaboration - Meeting Notes, Action Items & Decisions
January 12th & February 23rd
Attend our Project Collaboration Workshop to learn how to configure and utilize three new Clarizen item types available to you. These new items types are Meeting Notes, Action Items & Decisions.
With our Meeting Notes features, you can capture and track the processes, decisions and required action items which are directly related to any specific Clarizen entity. By capturing and tracking these data points, you gain a broader picture and better understanding into the nature and history of that entity. You can also track new decisions and the ongoing progress of action items which are related to but ultimately happening outside of the entity itself.
This Q&A workshop will cover:
- An introductory overview of the 3 new items - Meeting Notes, Decisions & Action Items
- Configuration recommendations & best practices
- Open Q&A
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