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- Meeting Management
- Process
- Project exception review
Project exception review
Exception Triage gathers overdue project work, fixed issues still awaiting verification and leading open risks into one actionable queue. The Delivery Lead opens the underlying record before deciding who must act. Meeting actions stay linked to their meeting; follow-ups and risks stay linked to the project. This keeps the queue as a route into the work rather than another copy of it.
Step by step
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Find exceptions Delivery Lead
Open Exception Triage and identify the responsible project record. Delivery Lead owns this step.
- Open Exception Triage and identify the responsible project record.
- Updates Projects, Action items, Follow ups, Risks
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Assign actions Project Manager
Route meeting work to an owner and due date. Project Manager owns this step.
- Route meeting work to an owner and due date.
- Updates Action items, Meetings, Team members
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Triage follow-up Delivery Lead
Classify a raised issue with severity. Delivery Lead owns this step.
- Classify a raised issue with severity.
- Updates Follow ups, Operation receipts
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Verify outcome Delivery Lead
Review fixed issues and their project context. Delivery Lead owns this step.
- Review fixed issues and their project context.
- Updates Follow ups, Projects
Who does what
Roles and permissions- Project Manager
- Coordinates the project; Meeting Organizer prepares the meeting; Team Member updates assigned work; Attendance Approver reviews approval outcomes; Delivery Lead reviews exceptions and verification.
Set up Meeting Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.