Edit Meeting Type dialog box

Use this dialog box to edit a meetingThe default meeting types are phone call, client meeting, contractor meeting, conversation, conference call, task, and site visit. type, which can then be selected for meeting minutes and the project timeline.

Name

Enter a name for the meeting type.

Display

Mark the checkboxes of the Project Timeline activity center locations in which you want to make the meeting type available:

• Mark Display in Calendar View to display the meeting type in the Calendar view of the Project Timeline activity center.

• Mark Display in Journal View to display the meeting type in the Journal view of the Project Timeline activity center.

Log in

●        Select Meeting Minutes to make the meeting available from the Tasks panel of the Meeting Minutes activity center but not the Log view of the Project Timeline activity center.

●        Select Timeline to make the meeting available from the Tasks panel of the Log view of the Project Timeline activity center but not the Meeting Minutes activity center.

Default Color

Assign a color to represent the meeting type from the drop-down list. The color is used to represent the meeting in the Project Timeline activity center and on Info Exchange.

Keywords

Click to open the Choose Keywords dialog box to apply keywordsIn Project Center, keywords are words you can add to project items to use for filtering and searching. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers and dialog boxes. You can then filter the list of items using the keywords to quickly find the items you are looking for, as well as do a project search for items containing the keywords. to this meeting type.

 

To access this dialog box

Select a meeting type, then click Edit from the Timeline tab of the Create Project dialog box or the Edit Project Settings dialog box.