Send Meeting Minutes

Meeting minutes are typically sent to all attendees and stakeholders at the close of each meeting. Anyone with the ability to manage meeting minutes, based on the setting in the event details, is able to send the minutes. Before finalizing your meeting minutes, you may have to carry open items forward, in order to keep track of action items. Additionally, you might consider using a mail merge template to help include system data without any manual effort. A default mail merge template is available and selected by default, but it can be customized; see Add New Calendar Templates for more information.

In the event an internet connection is unavailable, you can always copy and paste into the Trimble Unity Construct text editor from a text file, such as Microsoft® Word or OneNote®.

To send meeting minutes via email

  1. Go to the Event Details page.

    2. For Instructions, see Access Event Details Page.

    You can optionally carry open items forward for a previous meeting.

  2. Click Send Meeting Minutes.

    3. The Send Meeting Minutes window appears.

  3. Complete all required fields.

    4. Trimble Unity Construct users and contacts will auto-fill as you begin to type their name or email address in the To field.

  4. Click Send.

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