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Create Meetings

Click Create meeting to add a new meeting. Prepare the meeting agenda before inviting attendees. Once invited, invitees can see the meeting's details.

Meeting Details

Fill in the meeting's details: title, time, and location by clicking the pencil icon .

Meeting Discussion

The discussion consists of meeting topics containing meeting items. For example, a topic called Safety could contain items for safety issues or concerns about safety equipment availability. Add references to items for easy access to relevant information.

Note: Entering a meeting topic before adding individual items is necessary.
Tip:

  • Press the Enter or click the item to complete the naming of a topic.
  • Pressing the Enter key while in an item creates a new line for the item.
  • Once items are created: add a due date, assignees, or reference items to items using the More menu .

Filter items in a meeting by assignee, status, or flagged items:

  1. Click the filter icon .
  2. Click the My action items filter to view meeting items assigned to you.
  3. Click the Assigned to menu to view unassigned items or items assigned to specific members.
  4. Click the Status menu to filter items by the Open, Ongoing, or Closed status.
  5. Click the Flagged items checkbox to display flagged meeting items.
Tip:

To view all items from every meeting:

  1. Click the Items tab in the Meetings tool.
  2. View all meeting items in the list and filter by:
    • My action items
    • Assignee
    • Due date
    • Status
    • Flagged items

Follow-up Meetings

Follow-up meetings create a meeting with relevant information from predecessors. This includes description, topics, open agenda items, invitees, and location. Create a follow-up meeting from the More menu .

Select a date for the follow-up meeting. Any information imported from the predecessor can be edited. If the meeting isn't a part of the existing series, a new meeting series will be created with the first meeting's title.

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