How do I create a log template?
Note: To be able to create log templates, you must have organization admin rights. => Rights and roles within the organization
Minutes templates are used to save the structure (numbering), titles, and texts of agenda items/tracts and minutes items as a template. Thus, employees of your organization can select the template when opening a new series of meetings.
To create a template, you must create new miFew readersHow can I add a marker to a log item?
To add a marker to a log point, click the + Add Marker button at the corresponding log point.
A new window will open. Navigate to the desired folder and select the plan with a click on it.
You will now see the selected plan. Set the marker to the desired position by moFew readersHow do I create new log points and agenda items/agendas?
To add a new log point, you have two options:
You can move the cursor to the place in the log where you want to add a new point and click the + button (1.). Or you can add a new point at the bottom of the log by clicking the + New Point button (2.).
Choose between the options:
agenda item/tract item level 1
agenda item/tract item level 2
text level 2: choose between three typeFew readersWhy does it say "incomplete" by the title line in the log?
When you open a new log based on the previous one, it is possible that you will discover the warning "Incomplete" in the title bar.
This warning appears if there are decisions in the log. You must either edit or delete them, otherwise the log cannot be published. Either click on the "Pencil button" (1.) so that you can edit the decision or delete the decision by clicking on the **"Trash canFew readersWhat are the different types of log points?
Click on the + New Item button in the log or add a new item between existing content and select continuous text.
Note: The following helparticle explains how to create new log items and agenda items/tracts => How do I create new log points and agenda items/agendas?
Select between the following types:
Task: After the log is published, the task is generated aFew readersHow do I delete a log template?
Note: To perform this action, you must have the "Organization Admin" right. => What can organization admins do?
Click on your name (1.) and then on Organization (2.). Then select Templates (3.).
Navigate to the Logs area (1.). You will see an overview of all protocol templates. SeFew readersHow do I create a new log?
A new log can only be created if:
a session series has been created => How do I create a new session series?
you have write access to the session series => How can another person collaborate on my log?
Click on the button + New Protocol in the overview of the session series.
.
Information: If a log is in draft status, it can only be viewed by those persons who have write permission.
The status changes if one of the options Approve for review (1.) or Publish (2.) is selected when editing the log. Selecting the Delete button (3.) deletes a draft log.
You can define and edit the Details (4.) when creating. In the Distributor (5.) -Few readersHow do I delete a log?
Information: As long as your log is still in draft mode, you can delete them entirely. If the log has already been published, it can be moved to the recycle bin.
Navigate to the desired log and click on the Delete button.
For security reasons you will be asked again if you really want to delete the log. Confirm the action by clicking the Clear Log button.
Attention: This actiFew readersHow do I release a log for review?
Make the log visible to the people in the log's distribution list via "for review" status before publishing. Navigate to the desired log in the "Draft" status and click the Approve for review button.
A new window will open. Enter a date (1.) until when correction suggestions can be made. Then click on the Save button (2.).
 at the top right and then select Email to Distributor (2.).
A new window will open. Here, youFew readersWhich people can I include in the distribution list of logs?
Only persons who have been previously entered under "Contacts" can be included in the distribution list.
beforehand. It does not matter whether these persons have already accepted the invitation to the project or not.
What can you do if you still want to have contacts that have not been entered listed in the distribution list?
=> Create an agenda item/tract item, such as "Guests", and list these persons there.Few readersHow do I change the name of a session series?
Note: To change the name of a session series, you must be protocol series admin. => How can another person collaborate on my log?
First click on Logs (1.) and then click on the desired session series category (2.). In our example, we'll select “client meetings”.
Select the sessFew readersHow do I change the log number?
Note: To change the log number, you must be the creator of the protocol or have admin rights to the session series. => Overview of the various rights
The log is still in “Draft” or “For Review” status:
Click on the desired log and overwrite the number in the Number field (area highlighted in yellow). The log number will change as soon as you enter it. You can then continue working on the log as usual and lFew readersHow do I move a log item?
Navigate with the mouse to the desired point you would like to move and hold down the left mouse button as soon as the hand symbol appears.
Now move the point to the desired layer and release the mouse button.
The numbering is automatically adjusted downwards.
 in the "Distribution list" section and search for the desired person.
Click on the person. The person will then be added to the “Participants” column.
 and open the desired protocol by clicking on it (2.).
Note: The protocol must still be in draft mode or in the status "for review", you cannot change anything on protocols that have already been published.
To delete the agenda item/tract item, click on the "Pencil button" and then select the "Delete" button.
.Few readersHow do I determine what content to include in a new log?
Click the + New Protocol button.
Next, select which basis should be used to open the new protocol. You have the option to select the entire last protocol, only the agenda items/agenda, an empty protocol or a protocol template (1.). Then click on the Open Log button (2.).Few readersHow do I add an existing task to a log?
First open the desired protocol. Then you can either add a new point in the protocol between existing points (1.) or scroll down to the bottom and click the + New point button (2.).
It is important that you select one of the two marked text options (1.), so that you can click the "+" button afterwards (2.).
 in the menu, then click the three dots (2.) to the right of the minutes or series of meetings, and then click the Restore button (3.).
As a safety measure, you will be asked if you want to restore them. Click the Restore Session Series button.
