Create or update your meeting notes, directly from your activity tracking Reports At the same time as you track your...
Manage all your meetings with Beesy simply and efficiently !
Follow your recurring meetings
Your recurring meetings are keys to ensure the follow-up and the progress of your action plans. Whether for your executive committees, executive committees or team points, Beesy has the solution for you :
- Click on the « + » button
- Click on « From a previous note»
- Select a note from which one you’d like to create a new one
- Change the title
- Click on « Create »
A recurring note’s advantages are :
- New note’s preparation faster thanks to 100% recovery of context (Agenda, participants, actions in progress, Project)
- History creation in which your can freely surf through all your reports
- Completeness of what remains to be done since the last meeting
The note is based on :
- Project : taken from the previous
- Agenda : taken from the previous
- Participants : taken from the previous
- Actions : actions in progress from the previous
- Previous Note / Following Note : Surf easily between note
Create templates
You spend too much time prepare your meetings for each client from an agenda/action’s model ?
Each time you meet a client, you have to redo the whole report’ structure ? Beesy make your life easier through Note Templates.
1.Click on the « + » button
2.Click on « From a note template »
3.Select the desired template
3bis. Or create a new template by clicking on the « + » button
4.Change the meeting title
5.Click on « Create »
By using template, Beesy allows you to standardise your process saving you time and efficiency. You could therefore use the same template for similar clients in just 1 click.
The note is based on the chosen template. When creating the note, you could specify a project.
- Projet
- Agenda
- Participants
Have a follow up of your teams
If you would like to keep an eye on your collaborator action plan progress : where are they or have they fallen behind schedule ? You get lost between all your collaborator’ actions to be done (projects, meetings, various actions) ? This creation note from the action plan of a contact is absolutely made for you !
- Click on the « + » button
- Click on « Create from a contact actions »
- Choose a contact
- Change the title : Default title : Contact’s initials – Note’s title
- Click on « Create »
Tracking your One-to-One meeting has never been easier ! Create a note from a contact actions and visualise immediately all actions sorted by each note’s agenda for all projects your collaborateur is working on. Create a second ne the same way et and you could follow et manage all your One-to-One meetings.
The Note is based on :
- Project : Note’s project
- Agenda : all topics on which your contact is working on
- Participants : By default you and your contact
- Actions : actions in progress
- Previous Note / Following Note : Surf easily between notes
Make your steering committee easier
Try to follow your projects’ progress can sometime making life harder. So many contacts involved being internal or external to your company. Keeping track is however so important to measure the real progress of a project, taking decisions or reschedule. Beesy answer your need with this creation from project activity feature just for you.
- Click on the « + » button
- Select « Create from a project activity »
- Choose a project
- Change the title : Default title : Projet Review – Project name
- Click on « Create ».
No more time wasted to inquire contacts’ progress on a project. This feature gives you all the project actions sorted by topics. You’ll have a much better project overview and actions view to lead afterwards.
The note is based on :
- Project : Note’s project
- Agenda : all project’s notes’ topic (various when actions are not included in a note)
- Participants : All project’s collaborators
- Actions : action in progress
- Previous Note / Following Note : Surf easily between notes
