The Site|Build/Minutes sub-tab allows you to view Project Minutes loaded against all of your active projects.
To navigate to your Project Minutes, click on the 'Site/Build' button, then click on the 'Minutes' sub-tab. Each entry has the client name, project name, project status (if entered), the project manager, date, notes, and any attachments.
Searching and Filtering Minute Notes
To search for s specific minute note use the 'Search' button - to the top right of the screen. Clicking on 'Search' will display two drop-down functions.
- The 'Filter By Days' drop-down allows you to search all minutes, or minutes from the last 10 days, or last 30 days, or you can select a specific date range.
- The 'Project Manager' drop-down allows you to also filter your minutes by the project manager.
To execute your search click the 'Go' button. To clear your search click the 'Reset' button. Both buttons are located on the right of the two search drop-down functions.
When filtering minute notes you can organise columns using the filter buttons to the right of each column header.
