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Level 9
November 9, 2017
Question

Status/Minutes Using Workfront

  • November 9, 2017
  • 12 replies
  • 2087 views
Anyone using workfront to take notes/status/minutes/action items during a department/team meeting? If so, how are you using it? thanks for sharing. Benetta Perry APS
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12 replies

Level 7
November 9, 2017
Hi Yes, we recently started using the Issue tab on Projects to add meeting actions as well as key decisions. We have two separate queues for each. I don't take down the minutes directly in WF though, I use OneNote. I have a OneNote setup for each project and share it with key stakeholders but after a meeting I add a link directly to the minutes in the update field. I add each action from the meeting, add a due date and assignee. Works like a charm!. We also log our lessons learned in a similar way with the addition of a custom form. Queues are fantastic. Laura Ray BAKKAVOR LTD