Quick Guide to understanding “Meeting Manager”
This module allows you to track what meetings are taking place and who are attending the meetings. It allows for visibility into past communications that have occurred as well as who was present.
- Create and Manage a Meeting
Navigate to the Meeting Manager tab
You will see your calendar display for the week as a default setting. You can toggle between the different views by selecting the desired choice.
Select to create your new meeting request.
Fill in the required fields.
Note: if you want to host your meeting on an alternative platform for example: on Microsoft Teams, you need to create the meeting first – copy the meeting link from Teams and then paste the link into the required field.
Use the dropdown selection if your meeting requires repeat occurrence.
Once complete, select
- Add Agenda Items
A new screen will be opened whereby you need to add your agenda items and your attendees.
Ensure that you are on the correct field and select
Fill in the agenda name using free text, set a priority rating to the listed item and select
Your agenda items will display in a list format such as the below example.
If you need to edit the agenda item, highlight the item that you would like to edit by clicking on the item name and select
Once you have edited the details, select
If you need to delete the agenda item, highlight the item that you would like to delete by clicking on the item name and select
Note: To tell if the item is correctly selected, the line item will display in a light grey color so that you can be assured that you are selecting the correct item.
- Add Attendees
To add the attendees to your meeting, use the dropdown selections available to select your Employees and / or to select your Service Providers.
Note: These individuals will only be people who are linked to your Company.
If you need to remove an individual from the list of Attendees, select the button and they will be removed.
When you are finished with setting up your meeting, select
Note: the meeting will be added to your calendar as well as the Attendees Calendar.
All your meetings will display according to the day that they are set for.
To view the meeting details or to launch the meeting select the meeting that you wish to edit or attend and select the relevant button.
If you select the Agenda button on your calendar option, you will see a quick view of all your listed meetings for the month.