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.
- 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
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Filter items in a meeting by assignee, status, or flagged items:
- Click the filter icon
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- Click the My action items filter to view meeting items assigned to you.
- Click the Assigned to menu to view unassigned items or items assigned to specific members.
- Click the Status menu to filter items by the Open, Ongoing, or Closed status.
- Click the Flagged items checkbox to display flagged meeting items.
To view all items from every meeting:
- Click the Items tab in the Meetings tool.
- 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.