In this article, you will find the basic work instructions for managing meetings in Relatics, including how to create, edit, and link meetings to templates, and where to retrieve or manage related elements such as agendas, participants, and minutes.

Introduction
In this module, you can manage all meeting-related information. Meetings often generate important discussions, decisions, and actions. Relatics allows you to register and track these outcomes in a clear and structured way, ensuring consistency and accessibility across the project.

Objective
The goal is to maintain full traceability and clarity of what was discussed and agreed during meetings. Without proper documentation, key points can easily be lost or misunderstood—especially over time. This module helps you avoid confusion or disputes by capturing all essential meeting outcomes in one place.

Solutions
Relatics offers a reliable solution—when used consistently. By documenting minutes of meetings in this module, including agenda items, decisions, and follow-up actions, you create a shared source of truth that enhances communication, accountability, and alignment across your project team.

Work Instruction – Minutes of Meeting

Need help getting started?

Besides this article, we’re also happy to support you with additional guidance in using the Meetings module. We can also provide a Relatics training tailored to your project or team. Simply leave your phone number in the ‘Get in Touch’ form here below, and we’ll get in touch with you shortly.