Open minutes and rate them

Tillgängligt i alla planerSå här gör duÖppna i DealJourney
  1. 1Open Referat-inkorg from the sidebar.
  2. 2The list is already ordered by how relevant each document looks. Open the PDF from the row to read it.
  3. 3Rate it: good, OK, or poor. Click the same rating again to clear it. You can rate several at once from the checkboxes.

Rating is what trains the feed. Skipping it leaves the ordering guessing indefinitely. A few seconds on each of the first week's documents is worth more than adding another keyword.

If there is no summary yet, the document has not been parsed. That happens on the Administration side of this workspace, not from the inbox row.

Create an activity from the row when the minutes are something you will act on — a tender, a budget, a meeting you need to attend. The activity is how it lands on someone's list rather than staying a document you once opened.

The organisations in the feed are the sources added under Administration. There is no follow button on the inbox itself — see Add a source to watch.

Var det här till hjälp?

Relaterat