Archiving Meeting Minutes
We have to archive (over several years) and be able to search our meeting minutes for accreditation purposes. I can use the Meeting agenda sheet (Meeting Management set) for both agenda and minutes. How can I save the July agenda/minutes and create a new agenda/minutes sheet for the August meeting? Should I create a workspace just for archiving these sheets and dump them in there? Thanks,
Deb
Comments
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Hi Deb,
Depending on how you want to drill down when looking for the meeting minutes my recommendation would to either have a workspace for archival of past meetings and another for the present meetings, or you could have a workspace and then have an archive folder where you move the past meetings. It's a personal preference. I think it will be easier to search in the archive if it's in a separate workspace.
What do you think? Would that work for you?
I hope this helps you!
Best,
Andrée Starå - Workflow Consultant @ Get Done
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
