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1. What is the difference between a Meeting Agenda and Meeting Minutes?
The Agendas are used for planned meetings that will take place some time in the future. Meeting Minutes are used to record the results of a meeting that has already happened.
Meeting Agendas are used in RedTeam Flex whenever you have a planned meeting and want to make a record of it in advance, as well as attach issues and discussions to be had. Meeting Agendas allow you to send email invites as a formal invitation to the guest list of meeting participants.
Meeting Minutes are written records or notes of a meeting. They usually summarize important information, beginning with a list of attendees, and including Issues covered as well as discussions and decisions regarding the Issues. Meeting Minutes can also be emailed out as a formal record of the meeting to participants.
2. How do I send invites for the meeting?
Meeting Agendas in RedTeam Flex can be used to send invites containing the potential discussion topics to attendees. As the agenda is created, enter all of your invitees. When you've completed the agenda and commit it, RedTeam Flex will ask you if you want to send out your invitations at that time. You can commit the agenda without sending the invites if you choose. You have the option to send an invite at a later time from that agenda's Tools icon.
Steps:
From the Projects Menu, select your project.
From the Project's Home Menu, select Meeting Minutes & Agendas under the heading Performance Management.
OR go to the Dialog Tab and click the hamburger icon to Manage Meeting Minutes.
Select + New to create a New Meeting Agenda,
OR edit an existing Draft Agenda.
Add the meeting details, then Add Invitees in Step 1.
In Step 2, select an Issue (you can add new ones if needed), then click Next Step and in Step 3, add Attachments if needed (Optional). You can close the form after that.
In order to Send Invitations, first Commit the Agenda by clicking the Tools Icon.
When you commit the agenda, you will be asked if you want to send invitations.
If you want to send invitations at a later time, click the Tools icon on the Committed Agenda, then select Send Invitation.
