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 - Finalize and distribute notes
• Follow-up Meetings - Create next meetings with relevant items
• Manage Meetings - Share, export, and organize 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