Meeting Minutes In Project Plan

abrown ✭✭
edited 12/09/19 in Smartsheet Basics

Hello All,

I was wondering if anyone has found a way to have a link/button in a subsection of their project plan (for multiple different lines in the plan) where they can click and bring up a blank meeting minutes form for a call, complete that form, and archive those minutes still in that specific subsection of the project plan.  I understand I can save the minutes and attach that document to the specific line, but I was hoping there was a avoid all those steps.  The goal for this would be to have those specific meeting minutes saved in the project plan, corresponding to the date and line item plan, in order to have a quick reference to the meeting minutes all in the built plan.  Please let me know if anyone has found a way to do this or other similar simple ideas.