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Categories Document Control
Created by William Atchison
Created on Oct 15, 2021

Add the ability to add sub topics in Meeting Minutes.

Client wants the ability to break out his meeting topics into subtopics for the meeting minutes. You can assign tasks for a topic, but this is not really sub topics.

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  • Mercedes Green
    Jan 12, 2024

    This is crucial for us. We're using Action Items to create each subtopic as a workaround which doesn't work well. We'd prefer a Main Topic (001) then numbered subtopics (001-1, 001-2) and each of those subtopics could have an action item or just an assigned company.

    When creating the new meeting, we can choose Topics and Subtopics to bring into the new meeting, along with their Action Items.