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 mouse click. You can deFew readersWhy 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 readersWhat 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.
=> 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 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 Protocols area (1.). You will see an overview of all protocol templates. Select tFew readersHow do I create a protocol 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, 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 readersHow 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.
. 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 readersHow 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 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 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.).
![](https://storage.crisp.chat/users/helpdesk/websitFew 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 delete a protocol?
|| Information: As long as your log is still in draft mode, you have the option to delete the log. If the protocol has already been published, it can no longer be deleted.
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.
|| Attention: This actFew readersHow do I change the protocol number?
| Note: You have the possibility to change the protocol number as long as the protocol is still in draft mode. To do this, you must be the creator of the protocol or have admin rights to the session series. => Overview of the various rights
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 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 protocol?
First click on "Minutes " (1.) and then on the desired "Session series category", in our example we select "Building owner meetings " (2.).
Select thFew 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.
 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 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.
 and then select E-mail to distribution list (2.).
All email addresses of tFew 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.).
. Then click on the Open protocol button (2.).Few readers
