Working with Meetings

Follow the complete meeting workflow from planning to follow-up. Each step builds on the previous one to help you run effective project meetings.

Meeting Workflow

The following diagram shows the essential workflow in the Meetings tool:

Core Workflow Steps

1. Plan Your Meeting

• Create Meetings – Set up meeting details and timing
• Create from Templates – Use admin-created templates
• Invite People – Add attendees and assign roles
  • Video Conference Links – Add Zoom or Teams links
  • Meeting References – Link documents and files

2. Conduct Your Meeting

• During Meetings – Record attendance and take notes

3. Follow Up

• Meeting Minutes – Finalise and distribute notes
• Follow-up Meetings – Create next meetings with relevant items
• Manage Meetings – Share, export and organise meeting records

4. Other Features

• Filter and Search – Find specific meetings or items

Related Resources

• About Meetings – Overview and key features
• Meetings Permissions – User roles and capabilities
• Getting Started for Administrators – Set up meeting templates