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How to Generate Meeting Minutes and Action Items in Skarbe
How to Generate Meeting Minutes and Action Items in Skarbe

Meeting Minutes & Action Items reports in Skarbe, ensuring comprehensive and accurate documentation of your meetings with clear next steps.

Mikita Martynaū avatar
Written by Mikita Martynaū
Updated over 5 months ago

Overview: This guide will assist you in generating Meeting Minutes and Action Items reports in Skarbe, ensuring comprehensive and accurate documentation of your meetings with clear next steps.

Steps:

  1. Navigate to the Reports Section:

    • Click on "Reports" in the left-hand menu.

  2. Initiate Report Generation:

    • Click on the "Generate report" button.

  3. Fill in Report Details:

    • Enter a report name.

    • Select "Meeting Minutes and Action Items" as the report template.

  4. Add Sources:

    • Click "Add sources" to include relevant contacts or meetings.

  5. Generate the Report:

    • Click "Generate" to create the report.

  6. Review the Report:

    • Review the meeting minutes for key discussion points, decisions, action items, and follow-up tasks.

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