What is the challenge? |
When trying to add new meeting notes, a user has to go to the Knowledge->Documents section, navigate the folder hierarchy, and click Add in order to add meeting notes. |
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What is the impact? |
Less out-of-record navigation, more intuitive user flow |
Describe your idea |
Meeting notes should be one of the primary sections or components of the Research tab (perhaps separate from Concepts). The functionality of the attendee list and dates could also leverage the Release record (watchers or other assignment fields?) Two steps further, the meeting notes could default to report on any outstanding to-dos/activities in the related records with their due date and assignees. |