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Meetings

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Updated
ByKirn

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In this bar, there are meeting details, venue, topic, time, departments, etc.

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This article will help you to know how you will be able to access this.

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Use case;

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The Meeting section will help you to access meeting details and you can also manage and create meetings Here.

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Have a look, to do it.

How to Access Meetings;

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1. Firstly, go to Apps > Meetings
2. You land on the Meetings overview page. Here you get to see the following features. Let us check them in detail.

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Screenshot (17)

Figure01,

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A.Show Entries: It helps you to see the total number of Meetings entries you want to have on your overview page such as 10, 20, etc.

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B.Overview page Taskbar shows you the following elements.

1)Title; The subject of the meeting.

2)Office; Where the meeting was held.

3)Department; The relevancy of meetings related to specific departments.

4)Date; The meeting Date.

5)Time; Scheduled time regarding the meeting.

6)Duration; Total time period of the meeting.

7)Attachment; Documents, pictures, and files related to the meetings are attached here.

How to Create a New Meeting

1. Click on Create

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Screenshot (17)

                                           Figure02,

2. The following card pop-up

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Screenshot (18)

                                                  Figure03,

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What’s in the form:

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⮚Office; The details of the office where the meeting is going to be held come under this bar.
⮚Department; add the concerned department regarding the meeting here.
⮚Attendees; add the participants who are going to be a part of the meeting.
⮚Meeting Title; the subject of the meeting.
⮚Duration; Add the total time limit for a meeting.
⮚Date; You can add the Date of the meeting from this bar.
⮚Time; it tells about the time of the meeting.
⮚Notes; important points about meetings come under this section.
⮚Meeting; Virtual/Offline; you can add meeting status from here whether it is virtual or Offline.
⮚Location; you have to add a meeting location here.
⮚Attachment; Add any document related to the meeting.
⮚Assign a color; here, you can assign a color to the meeting regarding the priority/importance of the meeting.

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3. Click on the Create button to create/save a meeting.

You will see the meeting appear on the Meeting overview page.

4. Click on the Cancel button to discard the meeting.

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Manage meetings;

You can easily manage meetings from Meeting Dashboard.

Here you will find 3 options;

1. View
2. Edit
3. Delete

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View;

Clicking on this bar, you will find all the descriptions and details regarding the meeting.

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Screenshot (19)

Figure 04,

Edit;

The edit option allows you to make changes in the meeting and modify it.

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Screenshot (20)

                                                   Figure 05,

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After making changes, you can update them by clicking the update button.

If you want to cancel, just press the Cancel Button.

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Delete;

Clicking on the delete button, You can erase the meeting entry.

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