Project Collaboration - Meeting Notes, Action Items & Decisions

Project Collaboration - Meeting Notes, Action Items & Decisions
April 6, 2021

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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Project Collaboration - Meeting Notes, Action Items & Decisions
April 6, 2021

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Featured Speakers

“This section of the template is setup for testimonials. However all content is fully editable in Marketo's rich text editor.”

John Smith

“This testimonial as well can be edited to your liking. Either kept as a testimonial or changed entirely to something new.”

John Smith

Project Collaboration - Meeting Notes, Action Items & DecisionsApril 6, 2021

SIGN UP NOW

H1

H2

Featured Speakers

“This section of the template is setup for testimonials. However all content is fully editable in Marketo's rich text editor.”

John Smith

“This testimonial as well can be edited to your liking. Either kept as a testimonial or changed entirely to something new.”

John Smith

Project Collaboration - Meeting Notes, Action Items & Decisions
April 6, 2021