Edit a Meeting
Things to Consider
Required User Permissions:
You need one of the following:
'Admin' level permissions on the project's Meetings tool.
'Read Only' level permissions or higher on the project's Meetings tool with the 'Update Meeting' granular permission enabled on your permissions template.
Note: Users with this level of permission can only update meetings that they have access to view (either that the user created, private meetings the user is an attendee for, or public meetings that the user has access to).
Additional Information:
The option to edit the meeting # is only available if there is one meeting.
The 'Notes' field is only available for meetings in 'Minutes' mode.
See Convert a Meeting from Agenda to Minutes Mode.
Steps
Navigate to the project's Meetings tool.
Click the arrow next to a meeting to expand the series.
Click the edit icon for the meeting you want to edit.
Update the meeting information, then click Save Changes.
To add or manage meeting-level attachments:
Click Attach Files.
In the attachment window, select one of the following tabs:
Drag and drop files from your computer or click Choose Files.
Search for and select files already stored in your Document Management tool.
Click Attach.
Note: To remove an attachment, click the X icon next to the file name.
Make updates to your agenda as needed.
Click Save Changes.
See Also
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