In the Review step, you can either approve the meeting minutes record, or send it back for revision.
To review the meeting minutes record:
- Go to your project. Ensure that you are in the User mode.
- Click on Tasks.
- From the Tasks log:
- Select the task you want to work with, and click
> Open. You can also double-click on a task to open it.
The view-only form displays all fields on the record.
- The Upper Form contains project information, including the record number and title.
- Select the task you want to work with, and click
- The Task Details section displays who sent the record, who can take action on the record, who was copied on the record, the step to which the record was sent, the task due date, the task status, and in Classic View, any task notes. Click General Comments, add comments, and click Add.
- Enter comments in the Hidden Comment field, if needed.
- Click OK and close the window.
- From the Workflow Actions list, select Approve or Revise.
- Click Send.