#02: Upload the Meeting Minutes. Request Approval. Done.
No more asking whether emails were received. No more waiting for responses. No more unnecessary administrative work.
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Use Case #02: Send Meeting Minutes to All Project Participants Quickly and Easily
The meeting is over. The minutes are ready. What happens next? Typically, the document is exported as a PDF and sent to everyone by email. Then comes the waiting: waiting for feedback, following up to see who has read the document, collecting comments from separate emails, and finally consolidating everything into a single version. Before you know it, half a day has been spent on administration instead of actual project work.
With PLANFRED, the process is reduced to three simple steps:
Upload the meeting minutes, request approval from the participants, and you’re done. Every participant is automatically notified and can provide approval directly in PLANFRED, add comments, or attach supporting documents.
The built-in traffic light system provides a clear overview of the approval status at all times:
Yellow = Approval requested
Red = Comment attached
Green = Approved
Everyone involved can instantly see who has already reviewed the document and where feedback is still pending.
Another advantage: no special permissions are required. Any project participant can request approval for documents—not only project administrators. In addition, every correction, comment, and approval is documented chronologically and stored in an audit-proof history.
This turns meeting minutes from an administrative burden into a simple, transparent three-step process that actively involves all project participants.
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