Viewing a Closed Meeting Minutes Record

  1. Go to your project and ensure that you are in User mode.
  2. Navigate to the Communication & Followup node and click to expand.
  3. Click Meeting Minutes.
  4. Open the record.
  5. From the Task Details tab, click Click here to open the BP Progress (Workflow Progress) window.
  6. Ensure that the value for the Current Step is End.
  7. Under the Step Name field, click Review to select.
  8. Click View Graphic to open the Workflow Designer window. The End box is highlighted.


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Last Published Tuesday, March 2, 2021