Modify Newforma Meeting button

Click Modify Newforma Meeting to choose one of the following actions to perform on the selected email itemSupported email items include email messages, tasks, posts, appointment/meetings, contacts, distribution lists, journal items, meeting requests, and reports. :

The Modify Newforma Meeting button is only enabled when the selected message has already been filed and has a tagA tag is a text identifier that Project Center appends to an Outlook item’s Subject line to indicate which Project Center project and item the Outlook item is linked to. Do not edit or remove it.

The tag will look similar to the following example: ActionItem:00004:lCSPU appended to it.

Choose Modify Newforma Meeting to open the Modify Meeting dialog box to edit the meeting and save the changes to Project Center.

Choose File in Meeting to file the Outlook item to the meeting’s Email Log.

Choose Actions to open the menu containing the following choices:

1. • Choose View to open the Transmittal form to display the contents and the history of the selected meeting.

   • Choose Modify to open the Modify Meeting dialog box to edit the meeting.

   • Choose Select in Project Center to open the Meeting Minutes activity center.

   • Choose File and Modify to file the Outlook item to the meeting’s Email Log and open the Modify Event dialog box to edit the meeting.

   • Choose File in Project to open the File in Project dialog box to file the email item to a new project and/or new project item. The email item will not be linked to the original meeting.

Choose File as to open the File as dialog box to file the Microsoft Outlook appointment item as a new Project Center item or as a response to an item. Select the type of item from the dialog box.