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Updated by Parimal Satyal about 1 year ago
**As** a meeting organiser or participant
**I want to** be able to generate a PDF export of the meeting agenda and/or minutes
**so that** I can produce a "written" copy that I can then share with participants or other stakeholders before or after the meeting, including those who weren't present or didn't have access to the original meeting
**Acceptance criteria**
* In the More menu (⋯) of a one-time meeting or an occurence of a meeting series, there is a new "Export PDF" option
* **The Export PDF dialog:**
* Header
* Title:"Export PDF"
* Caption: "Generate a printable PDF file
**Out of this meeting at the current state."
scope**
* Body form elements:
* "Include list of participants "
* Checkbox (checked by default)
* Caption: "A list of participants will be preset above the meeting agenda"
* "Include list of attachments"
* Checkbox (unchecked by default)
* Caption: "A list containing the filenames of attachments will be appended at the end"
* "Include backlog"
* Checkbox (unchecked by default)
* Caption: "Backlog elements are not normally considered part of This option triggers a meeting occurrence but you can choose to include them"
* Include agenda outcomes
* Checkbox (unchecked by default)
* Caption: "If your agenda outcomes contain confidential information, you can choose to not include them in the export."
* Footer text
* Text input
* Default value: {Project name}
* Caption: "This text will appear on every page on the right of the footer."
* Footer actions:
* Cancel (Secondary)
* Download (Primary)
* **The PDF export document:**
* **Paper format:** The PDF generated takes an A4 format
* **Visual template:** The visual design of this format is defined in the [Figma mockup](https://www.figma.com/design/cJDhzOmYMstUNRS3EmgqZ0/Meetings-Module?node-id=4313-6931)
* **Header:**
* The top right edge is the OpenProject logo
* The title of the meeting is the first element of the page on the left
* If it's a recurring meeting, the format is {date} - {Meeting series name} (eg. "28/04/2025 - UX/UI Open Daily")
* The next line includes:
* The meeting status (eg. "Closed")
* Meeting date (eg. "28/04/2025")
* Meeting time (start – finish, eg. "11:30 AM – 2:30 PM")
* Duration in brackets ("2 hrs")
* If the meeting is part of a series, the series frequency ("Weekly")
* **Participants:**
* The title is followed by the number of participants in brackets, eg. "Participants (13)"
* The participant list (if included) will be displayed in a 3-column layout above the meeting agenda
* User avatars are not included
* Participants are _not_ links
* **The meeting agenda:**
* Sections are printed modal with a background
* Section titles are bold
* Section durations (if they exist) are in grey (regular weight)
* Agenda items:
* Agenda items have a slight left padding to indicate that they belong to the section
* Agenda item titles are displayed in bold, followed by
* the duration in grey (regular weight)
* the name of the responsible person also in grey (regular weight)
* Agenda item notes are displayed as simple text
* If there are inline headings, they will be "collapsed" to the same heading level in the text
* Outcomes are displayed with a light grey background and have a bit left-padding to indicate that they belong to the agenda item
* The world "Outcome" is in bold
* The outcome text is simple text
* Work package agenda items:
* Have the format "{Type} #{ID number} - {Title}" (eg. "Feature 60730 - PDF export of meetings")
* Macros:
* Complex macros (table of contents, embed work package tables...) are stripped
* Basic macros such as linked work packages or work packages attributes are printed
* Each agenda item terminates with a divider (that respects the left padding)
* **File attachments:**
* The file list (if included) will be displayed in a 3-column layout below the meeting agenda
* File types icons will not be included
* File attachments are links
* **Footer:**
* Left: displays the PDF generation date ("28/04/2025")
* Center: simple page number ("2")
* Right: the optional footer text ("Arcanos Project")
* **Page breaks:**
* Page breaks can happen anywhere as long as the line is not broken
**Out of scope**
* <br> options:
**I want to** be able to generate a PDF export of the meeting agenda and/or minutes
**so that** I can produce a "written" copy that I can then share with participants or other stakeholders before or after the meeting, including those who weren't present or didn't have access to the original meeting
**Acceptance criteria**
* In the More menu (⋯) of a one-time meeting or an occurence of a meeting series, there is a new "Export PDF" option
* **The Export PDF dialog:**
* Header
* Title:"Export PDF"
* Caption: "Generate a printable PDF file
**Out
* "Include list of participants "
* Checkbox (checked by default)
* Caption: "A list of participants will be preset above the meeting agenda"
* "Include list of attachments"
* Checkbox (unchecked by default)
* Caption: "A list containing the filenames of attachments will be appended at the end"
* "Include backlog"
* Checkbox (unchecked by default)
* Caption: "Backlog elements are not normally considered part of
* Include agenda outcomes
* Checkbox (unchecked by default)
* Caption: "If your agenda outcomes contain confidential information, you can choose to not include them in the export."
* Footer text
* Text input
* Default value: {Project name}
* Caption: "This text will appear on every page on the right of the footer."
* Footer actions:
* Cancel (Secondary)
* Download (Primary)
* **The PDF export document:**
* **Paper format:** The PDF generated takes an A4 format
* **Visual template:** The visual design of this format is defined in the [Figma mockup](https://www.figma.com/design/cJDhzOmYMstUNRS3EmgqZ0/Meetings-Module?node-id=4313-6931)
* **Header:**
* The top right edge is the OpenProject logo
* The title of the meeting is the first element of the page on the left
* If it's a recurring meeting, the format is {date} - {Meeting series name} (eg. "28/04/2025 - UX/UI Open Daily")
* The next line includes:
* The meeting status (eg. "Closed")
* Meeting date (eg. "28/04/2025")
* Meeting time (start – finish, eg. "11:30 AM – 2:30 PM")
* Duration in brackets ("2 hrs")
* If the meeting is part of a series, the series frequency ("Weekly")
* **Participants:**
* The title is followed by the number of participants in brackets, eg. "Participants (13)"
* The participant list (if included) will be displayed in a 3-column layout above the meeting agenda
* User avatars are not included
* Participants are _not_ links
* **The meeting agenda:**
* Sections are printed
* Section titles are bold
* Section durations (if they exist) are in grey (regular weight)
* Agenda items:
* Agenda items have a slight left padding to indicate that they belong to the section
* Agenda item titles are displayed in bold, followed by
* the duration in grey (regular weight)
* the name of the responsible person also in grey (regular weight)
* Agenda item notes are displayed as simple text
* If there are inline headings, they will be "collapsed" to the same heading level in the text
* Outcomes are displayed with a light grey background and have a bit left-padding to indicate that they belong to the agenda item
* The world "Outcome" is in bold
* The outcome text is simple text
* Work package agenda items:
* Have the format "{Type} #{ID number} - {Title}" (eg. "Feature 60730 - PDF export of meetings")
* Macros:
* Complex macros (table of contents, embed work package tables...) are stripped
* Basic macros such as linked work packages or work packages attributes are printed
* Each agenda item terminates with a divider (that respects the left padding)
* **File attachments:**
* The file list (if included) will be displayed in a 3-column layout below the meeting agenda
* File types icons will not be included
* File attachments are links
* **Footer:**
* Left: displays the PDF generation date ("28/04/2025")
* Center: simple page number ("2")
* Right: the optional footer text ("Arcanos Project")
* **Page breaks:**
* Page breaks can happen anywhere as long as the line is not broken
**Out of scope**
* <br>