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Meeting

Written by Devon Page

Use a meeting step to represent time spent in a meeting as part of the process.

When editing a meeting step you will capture:

  • Meeting title and summary

  • Who facilitates the meeting

  • Location type: physical or virtual

  • Participants, added from your organization's people list

  • An agenda (optional)

  • A meeting link (optional)

  • Time and cost, either as a cost per hour or a fixed cost per step

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