Creating a Meeting Activity

The following procedure shows you how to add activity information to a meeting.

To create a meeting activity

1. Navigate to the Activities screen, then the Meeting List view.

2. In the Activities list, do one of the following:

   • Create a new meeting. For more information, see Creating a Meeting.

   • Select an existing meeting and then drill-down on the Name field.

3. Click the Meeting Activities tab.

4. In the Meeting Activities list, create a new record and complete the necessary fields.

Add information about speakers and invitees, as described in the following procedures.

Note: Meetings are activities that appear in the My Activities view. However, activities that you create for a meeting are child records of the meeting. These records appear in the Meeting Activities tab view and as activities in the Calendar views.