• Why does it say "incomplete" by the title line in the protocol?

  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 protocol 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 can buttFew readers

• How do I delete a log template?

  Click on your (1.) and then on organization (2.). Then select Templates (3.). Navigate to the Protocols area (1.). You will see an overview of all protocol templates. Select tFew readers

• How can I add a marker to a log item?

  To add a marker to a log point, click the 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 mouse click. You can deFew readers

• What are the different types of log points?

  Click on the button in the protocol or add a new item between existing content and select continuous text. =How do I create new protocol items and agenda items/tracts? Select between the following types: Task: After the log is published, the task is generated and added to the task list. In subsequent logs, the tasks are displayed with the curFew readers

• How do I determine what content to include in a new log?

  Click the + New Log 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 protocol button (2.).Few readers

• Which 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 readers

• How do I create a protocol template?

  Minutes templates are used to save the structure (numbering), titles, as well as 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 createFew readers

• How 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 button. A new window will open. Enter a date (1.) until when correction suggestions can be made. Then click on the Save button (2.). (https://storage.crisp.chat/users/helpdesk/websitFew readers

• How do I create a new protocol?

  A new protocol 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 protocol? Click on the button + New Protocol in the overview of the session series. (https://storage.crFew readers

• How 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. (https://storage.crisp.chat/users/helpdesk/websFew readers

• How do I delete a protocol?

  Navigate to the desired protocol 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 Delete log button.Few readers

• How do I delete an agenda item/tract item?

  Click (1.) and open the desired protocol by clicking on it (2.). To delete the agenda item/tract item, click on the "Pencil button " and then select the "Delete " button. (https://storage.crisp.chat/users/helpFew readers

• How do I duplicate a log item?

  Open the desired protocol. Then click the on the far left of the item you want to duplicate. The same log point will then be inserted with a new number below the existing point (see yellow highlighted areas).Few readers

• How do I create new protocol items and agenda items/agendas?

  To add a new log point, you have two options: You can move the cursor to the place in the protocol 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 protocol by clicking the + New item button (2.). Choose between the options: agenda item/tract item level 1 agenda item/tract item level 2 text level 2: choose between three types (Few readers

• How do I send a protocol by e-mail?

  Open the protocol that you want to send by e-mail. Click on the three dots at the top right ( 1.) and then select E-mail to distribution list (2.). All email addresses of tFew readers

• How do I change the protocol number?

  Click on the desired protocol and overwrite the number in the Number field (highlighted in yellow). The protocol number will change as soon as you enter it. After that you caFew readers

• How do I add an existing task to a log?

  First open the desired protocol. Then you can either add a 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.). (https://storage.crisp.chat/users/helpdesk/website/7ffe47b65fFew readers

• How do I change the name of a session series?

  First click on (1.) and then on the desired "Session series category", in our example we select "Building owner meetings " (2.). Select thFew readers

• How is a protocol structured?

  Protocol title and status. The current status of the protocol is displayed at the top (area marked yellow). The status changes if one of the options Release for review (1.) or Publish (2.) is selected when editing the protocol. Selecting the Delete button (3.) deletes a draft protocol. You can define and edit the Details (4.) when creating. In the Distributor (Few readers

• How do I add people to the distribution list of a protocol?

  All persons registered in the project under Contacts can be added to the distribution list of the protocol. Open the corresponding protocol, select the search field (yellow highlighted area) in the "Distribution list" section and search for the desired person. Click on the person. The person is thus added to the "Participants" column. (https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f7Few readers