Manage Meetings

After creating and conducting meetings, you can share meeting information, export documentation and manage a meeting series. These actions help you distribute meeting outcomes and maintain organised records.

Share Meetings

Use the More menu to share meeting information:

• Share with invitees: Send an email with meeting details and a join link
  • Share with all invitees
  • Share with selected invitees
  • Share with non-members

Export Meeting Information

Create documentation and records of your meetings:

• Add to calendar (.ics): Download an ICS file to add to your calendar or send to other invitees
• Export to PDF: Create a PDF of all meeting information. The PDF will download to your local machine.

Follow-up Meetings

Create a follow-up meeting that automatically inherits relevant information from the current meeting, including description, open agenda items, invitees and location. Closed items and summary content are not carried over.

To create a follow-up meeting from the meeting view:

1. Use the More menu next to the meeting.

2. Select Create follow-up.

   

3. Choose a date for the follow-up meeting.

To create a follow-up meeting from the list view:

• Click + Follow-up next to the meeting series.

Any inherited information can be edited before saving. Follow-up meetings are automatically grouped in the meeting series with sequential numbering. If the original meeting isn't part of an existing series, a new series will be created using the first meeting's title.

Delete Meetings

Remove meetings from your project when necessary:

• Delete the most recent meeting in a series and change the status of that meeting to Agenda
• Delete a follow-up meeting before deleting its predecessor

What's Next

After managing your meetings:

• Run your follow-up meetings to continue discussions
• Filter and search to find specific meetings or items
• Review the complete workflow for your next meeting cycle