The decision log lists all tasks that have the status Closed. When a task changes status, it can also be linked to a meeting to then list tasks that were closed during a particular meeting.
Create new meeting
Meetings can either be created via the decision log as below or directly via a task when the status changes to Closed, see Link case to meeting below.
- Click on a case project.
- Click on Create new meeting.
- Fill in the name and participants.
- Click on Save.
Link case to meeting
- Click on a task.
- Click in the Status box and change to Closed.
- A new field for Meeting appears. Click in the box to select the meeting or click Create new meeting.
- Click on Save.
List logs
- Click on Decision log.
- Click on a task project.
Edit meeting
- Click on a task project.
- Click on the title.
- Click on Edit.
- Make the desired changes.
- Click on Save.
Delete meeting
- Click on a task project.
- Click on the title.
- Click on Delete.
- Check the box for confirmation.
- Click on Delete.