Prepare Calendar / Invitation
Prepare a calendar event, and invite all relevant stakeholders
Remember to prepare a simple agenda
Create an Event Entry and prepare for it
GO to App.Arcanary.com and add an Event
Take Notes
You can create the minutes as a Google Doc or in another software like Clickup
Pack all relevant documentation
BEFORE
If necessary prepare a printed version of files such as the presentation and save them in the event folder. You may also save files such as SketchUp files.
Make sure that the event notepad is ready to take notes
AFTER
Add to the automatically created folder in the server any drawings, PDF, pictures... that were used during the meeting.
Save in PDF Format the minutes of the meeting or any other relevant report as an "Inspection report"
Distribute Minutes
Send the minutes back to all attendees and apologies
Assign Tasks
Allocate tasks (Who, Where, What, When) to any member
Date in YYMMDD Format " - " Subject like Office Meeting, Site Inspections....
Date/Time | Location/Format | Address/URL | Purpose | Called By | App Link | Server Link
Company | Name | Role | Initials | Notes
Apologies
Itemized as distributed in the Event Invitation
Who | Where | When | What
Screenshots, Links, Sketches that support the content of the meeting