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:
Navigate to the Reports Section:
Click on "Reports" in the left-hand menu.
Initiate Report Generation:
Click on the "Generate report" button.
Fill in Report Details:
Enter a report name.
Select "Meeting Minutes and Action Items" as the report template.
Add Sources:
Click "Add sources" to include relevant contacts or meetings.
Generate the Report:
Click "Generate" to create the report.
Review the Report:
Review the meeting minutes for key discussion points, decisions, action items, and follow-up tasks.