Manage Meetings

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

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