Revise approved minutes
Keep the approved version, correct it and save it as a new draft, then approve it again.
- For: All members
- About 3 min
What you need
- You have approved minutes open.
- The corrected version is approved again by the person who recorded this meeting.
Steps
Press Edit
WhyThe approved version stays unchanged, and the corrections are approved again as a new version.
CautionWhile you edit, and once you save your corrections until the new version is approved, Send to and Download have a lock icon and cannot be used. Pressing either while editing shows “Sending and downloading are unavailable while editing. Press “Cancel” to go back to the approved version, or save and approve again to use them.” to the right of the buttons.
TipPointing at Edit shows “Saving makes a new draft. The approved version stays as it is.” On a phone, press Edit under More actions (⋯). To stop without correcting anything, press Cancel: the minutes stay approved.
TipTo recreate it instead of correcting it, press the circular-arrow icon (Regenerate) at the top of the Minutes pane while you are editing. On a phone, it is Regenerate under More actions (⋯). Pressing Make the draft in Make a draft and regenerate saves the current content as a new draft and opens Regenerate the minutes.
TipFiles already downloaded and what was already sent do not change, so deliver again from the new version once it is approved.
When you finish
The new version becomes Approved, and the earlier approved version stays unchanged.
What shows until the new version is approved
In the meetings list, this meeting shows Draft.
Meeting items keeps showing the items of the earlier approved version until the new version is approved.
To see the earlier approved version
Opening the meeting from the meetings list shows the latest version. If you saved an item of the earlier version in My item list, choose View in minutes from the … at the right of its row to open the minutes of that version.
Press the version number beside the meeting name (shown like “v3 ▾”) to list every approved version and the latest one, newest first; choose one to open it. Drafts that were never approved are not listed. On a phone, press the version number, or Switch version under More actions (⋯). Versions cannot be switched while you are editing.
An earlier approved version shows a banner above the minutes with its number and the number and status of the latest one, and Back to the latest version. The earlier version has no Edit, but it can still be downloaded.
Nothing new can be sent from the earlier version (Only the latest version can be sent.). In the dialog that creates issues, Open the latest minutes opens the latest one.
If something does not work
Pressing Save says the minutes were updated in another screen
This draft was updated in another screen, so your changes were not saved. Loading the latest version discards the unsaved changes on this screen. appears when, while you were editing, another member or another screen saved corrections first. Press Load the latest version and check the latest version.
Pressing Save says it could not be saved
No new draft was made, and the approved version is as it was. Your corrections are still on the screen: check your connection and press Save (on a phone, Save as draft) again.
You pressed Edit on an approved version but want to stop without correcting anything
Press Cancel. The same goes when you pressed Edit by mistake: no new version is made, and the meeting stays approved. Pressing Save without any change also just ends editing.
If you changed something, you are asked whether to discard it. Discard takes the minutes back to the approved version.
Backlog or Jira issues do not show the corrections
Correcting the minutes does not rewrite issues already created. To correct an issue too, edit it in Backlog or Jira. In the send dialog of the new version, items that already have an issue show Created and cannot create another.
Items in My item list still show the earlier version
An item in My item list stays as the version it was saved from, and shows Newer version once a new version exists. Open the latest version with View the latest minutes from the … at the right of the row, and save the item again once it is approved.
An item saved again is a new row, without the memo or due date of the earlier row. Remove the earlier row with Remove from My item list if you no longer need it.
Related guides
Approve minutes
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