• How 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 readers

• 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 **"TrasFew readers

• 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 readers

• What are the different types of log points?

  Click on the + New Item button in the protocol or add a new item between existing content and select continuous text. | Note: The following Help article explains how to create new protocol items and agenda items/tracts => How do I create new protocol items and agenda items/tracts? Select between the following types: Task: After the log is published, theFew readers

• How 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 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 Point button (2.). Choose between the options: agenda item/tract item level 1 agenda item/tract item level 2 text level 2: choose betweenFew readers

• How 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 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 is a protocol structured?

  Protocol title and status The current status of the protocol is displayed at the top (area marked yellow). || If a protocol 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 protocol. Selecting the Delete button (3.) deletes a draft protocol. You can define and edit the Details (4.) when creating. In the Distributor (5.Few 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 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.). ![](https://storage.crisp.chat/users/helFew 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 delete a protocol?

  || 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 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 Clear Log button. ||| Attention: ThisFew readers

• How do I send a protocol by email?

  || Information: All persons in the distribution list of the minutes are automatically informed about the publication and can view it themselves on smino at any time. Therefore, sending it by email is generally not necessary. Open the protocol that you want to send by email. Click on the three dots (1.) at the top right and then select Email to Distributor (2.). A new window will open. HeFew readers

• How 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 protocol? First click on Logs (1.) and then click on the desired session series category (2.). In our example, we'll select “client meetings”. SelecFew readers

• How do I change the protocol number?

  | Note: To change the protocol number, you must be the creator of the protocol or have admin rights to the session series. => Overview of the various rights The protocol is still in “Draft” or “For Review” status: 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. You can then continue working on the proFew 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.chFew readers

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

  Click Protocols (1.) 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. ![](https://storage.crisp.chFew readers

• How do I duplicate a log item?

  Open the desired protocol. Then click the button 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 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 will then be added to the “Participants” column. ![](https://storage.crisp.chat/users/helpdesk/websFew readers

• How 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 readers

• How 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.). ![](https://storage.crisp.chat/users/helpdesk/websiteFew readers