In the Documentation of Meeting Results step, you can either approve the record, send the record for additional review, or cancel the meeting minutes.
To review the meeting minutes and determine the appropriate course of action:
- 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.
- 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. From the Workflow Actions list, select one of the following options: Review, Approve, or Cancel.
- Click Send.