{"id":7912,"date":"2019-03-08T14:42:00","date_gmt":"2019-03-08T14:42:00","guid":{"rendered":"http:\/\/www.teamogy.com\/?p=7912"},"modified":"2025-09-10T17:18:01","modified_gmt":"2025-09-10T17:18:01","slug":"meeting-report","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/ro\/manual\/meeting-report\/","title":{"rendered":"New Meeting Report"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22&#8243;][et_pb_row column_structure=&#8221;3_4,1_4&#8243; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;3.25&#8243; width=&#8221;89%&#8221; width_tablet=&#8221;80%&#8221; width_phone=&#8221;&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;89%&#8221; max_width_tablet=&#8221;80%&#8221; max_width_phone=&#8221;&#8221; max_width_last_edited=&#8221;on|desktop&#8221; custom_padding=&#8221;27px|0px|27px|0|false|false&#8221; make_fullwidth=&#8221;on&#8221;][et_pb_column type=&#8221;3_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.27.4&#8243; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<h3>New Meeting Report<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.0&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<p style=\"text-align: justify;\"><span>1. In the left navigation menu,\u00a0select<strong> unroll Documents<\/strong>.<\/span><\/p>\n<p style=\"text-align: justify;\">2. <strong>Click on<\/strong> <strong>My Documents<\/strong> or <strong>All Documents<\/strong>.\u00a0<span><\/span><\/p>\n<p style=\"text-align: justify;\">3. <strong>Click on<\/strong>\u00a0<strong>New document<\/strong>.<\/p>\n<p style=\"text-align: justify;\">4. <strong>Choose<\/strong>\u00a0<b>Meeting report<\/b>.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/meeting-report-1.png&#8221; title_text=&#8221;meeting-report&#8221; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.0&#8243; custom_margin=&#8221;|40px|40px|||&#8221; box_shadow_style=&#8221;preset2&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.0&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<p style=\"text-align: justify;\">5. Complete all\u00a0<span style=\"font-size: 16px;\">details<\/span><span style=\"font-size: 16px;\">.<\/span><strong><span style=\"font-size: 16px;\">\u00a0<\/span>Mandatory fields<span style=\"font-size: 16px;\">\u00a0<\/span><span style=\"font-size: 16px;\">are red underlined (can be different by company\u2019s settings)<\/span><\/strong><span style=\"font-size: 16px;\">.<\/span><\/p>\n<p style=\"text-align: justify;\">6. Press <strong>SAVE<\/strong> button.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/meeting-report-1-1.png&#8221; title_text=&#8221;meeting-report-1&#8243; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.0&#8243; custom_margin=&#8221;|40px|40px|||&#8221; box_shadow_style=&#8221;preset2&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.0&#8243; text_font=&#8221;|300|||||||&#8221; text_text_color=&#8221;#f26522&#8243; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<p style=\"text-align: justify;\"><span style=\"color: #000000; font-size: 16px;\">7. Perfect! New meeting report has been created.<\/span><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.0&#8243; text_font=&#8221;|300|||||||&#8221; text_text_color=&#8221;#f26522&#8243; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<p style=\"text-align: justify;\"><strong><span style=\"color: #000000;\">Note: You can also use a Quick button to create a new Meeting Report from every view in Teamogy \u2013 check the manual <a href=\"https:\/\/www.teamogy.com\/en\/manual\/fast-actions\/\"><span style=\"text-decoration: underline; color: #0c71c3;\">here<\/span><\/a>.<\/span><\/strong><\/p>\n<p style=\"text-align: justify;\"><span style=\"color: #000000;\"><\/span><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.0&#8243; text_font=&#8221;|300|||||||&#8221; text_text_color=&#8221;#f26522&#8243; custom_margin=&#8221;|40px|40px|||&#8221; custom_padding=&#8221;||1px|||&#8221;]<\/p>\n<div class=\"et_pb_module et_pb_text et_pb_text_67  et_pb_text_align_left et_pb_bg_layout_light\">\n<div class=\"et_pb_text_inner\">\n<p><span><strong>Tips and Tricks<\/strong><\/span><\/p>\n<p><span style=\"color: #000000;\">You have also the option to link tasks with the meeting report, check the manual <a href=\"https:\/\/www.teamogy.com\/en\/manual\/meeting-report-with-tasks\/\"><span style=\"text-decoration: underline; color: #0c71c3;\">here<\/span><\/a>.\u00a0<\/span><\/p>\n<\/div>\n<\/div>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;3.26.5&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;-14px|40px||||&#8221; custom_padding=&#8221;12px|0px||||&#8221; text_font_last_edited=&#8221;off|desktop&#8221; global_module=&#8221;14686&#8243; saved_tabs=&#8221;all&#8221;]<\/p>\n<p><span style=\"color: #f26522;\"><b>Get in Touch<\/b><\/span><\/p>\n<p><span style=\"color: #000000;\">If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on\u00a0<span style=\"text-decoration: underline; color: #0c71c3;\"><a href=\"https:\/\/www.teamogy.com\" style=\"color: #0c71c3; text-decoration: underline;\">www.Teamogy.com<\/a><\/span> in the lower right corner) and you will get prompt reply.<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_sidebar area=&#8221;et_pb_widget_area_1&#8243; _builder_version=&#8221;3.19.18&#8243; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;30px&#8221; body_font=&#8221;||||||||&#8221; body_font_size=&#8221;14px&#8221; body_line_height=&#8221;1.6em&#8221;][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>New Meeting Report1. In the left navigation menu,\u00a0select unroll Documents. 2. Click on My Documents or All Documents.\u00a0 3. Click on\u00a0New document. 4. Choose\u00a0Meeting report.5. Complete all\u00a0details.\u00a0Mandatory fields\u00a0are red underlined (can be different by company\u2019s settings). 6. Press SAVE button.7. Perfect! New meeting report has been created.Note: You can also use a Quick button to [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[291],"tags":[],"class_list":["post-7912","post","type-post","status-publish","format-standard","hentry","category-manual"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/posts\/7912","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/comments?post=7912"}],"version-history":[{"count":1,"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/posts\/7912\/revisions"}],"predecessor-version":[{"id":987518419,"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/posts\/7912\/revisions\/987518419"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/media?parent=7912"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/categories?post=7912"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/tags?post=7912"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}