Publishing, starting, and finishing a meeting

Best for: Meeting hosts and organizers · Requires: Meeting write access.

Follow the primary status actions:

1. From Draft, select Publish Agenda.
2. Review the attendee list and select Continue. Attendees receive a notification that the agenda is available.
3. At meeting time, select Start Meeting.
4. Capture notes, decisions, and follow-up items.
5. Select Finish Meeting.
6. Review the attendee list and select Continue. Attendees receive a notification with a link to the minutes.

The adjacent menu allows direct selection of Draft, Published, Started, or Finished. Moving backward changes the record's status but does not undo notifications already sent. Starting removes completed RFI and submittal entries from smart sections in that meeting.

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