Projects & Meetings
How to add categories and setup access control under Projects & Meetings.
Please follow the below steps: Step 1. Go to Projects&Meetings>>Setup. Step 2. Click on Setup. Enter the Category name. Step 3. Scroll down the page and click on 'save changes' to save. Step 4. If you want to give/remove access to the admins then ...
How to re-open a closed task ?
Follow the steps below to reopen a closed task: 1. Login to ADDA >> Admin >> Projects & Meetings >> Click on Tasks tab 2. Go to ‘Closed‘ section. 3. Click on ‘Edit’ corresponding to the task which you want to re-open. A separate window pops up. ...
How to set a recurring task & assign it to the concerned?
Follow the steps below to set a recurring task and assign it to the concerned: 1. Login to ADDA >> Admin >> Projects & Meetings >> Setup 2. Enter task categories like housekeeping, parking, Data management etc. And click ‘Save changes‘. 3. Now click ...
How to edit or end a task?
Follow the steps below to edit or end a task: 1. Go to Admin Dashboard >> Projects & Meetings >> Tasks 2. Click on ‘Edit’ corresponding to the task to be edited. 3. Make the required changes like extend the due date or change the recursion period or ...
How to handover the project to fellow resident?
Please follow the steps below to handover the project to fellow residents: 1. Go to Admin > > Projects & Meetings>>Projects 2. Click on the projects 'Details' button. 3. Update member from the 'Driven By' dropdown 4. Click on 'Save'. PS: Please ...
How can I get the report of all open and in-progress projects?
To get reports of all open and in-progress projects : 1. Go to Admin >> Projects & Meetings >> Reports 2. Clicking on open, In-progress or closed projects link will show you the complete project database.
How to extend the deadline of the project?
1. Go to Admin > > Projects & Meetings >> Projects 2. Click on the projects 'Details' button. 3. Modify 'Target Date' in the calendar 4. Click on 'Save'.
How to create a meeting request on ADDA?
1. Go to Admin > > Projects & Meetings >> Meetings 2. Click on 'Create Meeting' button 3. Enter meeting date, time, topic, venue, notes, and agendas. 4. Scroll Down. Select Attendees of the meeting, set email+sms alert before the meeting. 5. Click on ...
Can I add multiple agendas for a meeting?
Yes, multiple agenda can be added to a meeting .Please follow below steps to do the same: 1. Go to Admin > > Projects & Meetings >> Meetings 2. Click on 'Create Meeting' button 3. Scroll down. Click on 'Add more Agenda' button provided below ...
How can I send attachments to all attendees of the meeting?
After creating a meeting you get option to upload up-to 3 attachments. 1. Login to ADDA >> Admin>> Projects & Meetings >> Meetings >> Create Meeting. 2. After creating, it gets listed under Meetings >> Open tab. Click on 'Edit'. 3. Scroll Down. You ...
How can I set automatic meeting alerts for all attendees?
Follow the steps below to set automatic alerts for all attendees: 1. Go to Admin >> Projects & Meetings >> Meetings 2. Click on 'Create Meeting' button or 'Edit' in case of existing meeting. 3. Scroll down. Here you can see option to 'Send Alert ...
How can I send meeting invites to all Attendees?
Please follow the below steps : 1. Go to Admin >> Projects,Meetings & Tasks >> Meetings >> Open 2. Click on the 'Send Invites' button corresponding to the meeting created. 3. Here you can choose to send invites either by 'Only Email' or 'Both Email ...
How to take meeting minutes and Edit the same?
Steps to record Meeting Minutes: 1. Go to Admin >> Projects & Meetings > > Meetings >> Open 2. Click on 'Take Notes' corresponding to the meeting created. 3. Click on the link 'Agenda' to update meeting minutes and resolution. 4. Once meeting minutes ...
How to close a meeting?
Please follow the below steps to close a meeting : 1. Go to Admin >> Projects & Meetings >> Meetings> > Open 2. Click on 'Take Notes' button 3. Click on link 'Agenda' to update meeting minutes and resolution. 4. Click on 'Finalize' to close the ...
How to resend meeting report to all invitees after meeting is closed?
Please follow the below steps : 1. Go to Admin >> Projects & Meetings >> Meetings >> Closed 2. Click on 'View' corresponding to the meeting. The meeting report can be seen here. 3. Scroll down. Click on the 'Send meeting report to Invitees' button ...
How can I update Minutes on a Meeting that is closed?
The meetings module on ADDA allows you to reopen a closed meeting and update the minutes. Here is how the same can be done : 1. Go to Admin > > Projects,Meetings & Tasks >> Meetings >> Closed 2. Click on 'View' corresponding to the meeting. 3. Scroll ...
How can I get a report of all meetings conducted till date?
Meetings module on ADDA is a ready reference for the history and notes of meetings conducted. Once meetings are captured on ADDA, all the meeting details can be accessed via Reports. 1. Go to Admin >> Projects & Meetings >> Reports 2. Click on the ...
How to get started with Projects & Meetings Module? (Workflow)
Objective: Project - Any long-running projects can be logged here. Responsible project members can update notes about work-in-progress which will trigger an email alert to all members watching the project. This helps to understand the effort put in ...