15 articles
Meetings Help
Prepare agendas, organize meeting content, manage attendees, publish minutes, and follow up.
Quick reference
4The 60-second meeting model
Draft agenda → Published agenda → Started meeting → Finished minutes → Next Draft
Read articleStatuses, notifications, and visibility
You can move the meeting forward with the primary action or choose a status from the adjacent menu. Following the normal sequence keeps it clear whether attendees are seeing a draft, an agenda, or finished minutes.
Read articlePermissions and availability
Meetings require the Project Management package.
Read articleTroubleshooting meetings
You need Create new meetings, make changes to existing meetings.
Read articlePrepare
4Understanding the meeting lifecycle
Use Constructable Meetings when you want one place to prepare an agenda, capture the live discussion, share finished minutes, and begin the next meeting in a recurring series.
Read articleCreating or importing a Draft meeting
Create a new meeting when you are building an agenda from scratch:
Read articleConfiguring the meeting overview and attendees
Use Overview to give attendees the logistics and context they need: the meeting title, description, date and time, time zone, location, conferencing link, and host as applicable. In Attendees, add the people who should receive agenda and minutes notifications.
Read articleBuilding sections, items, and smart sections
Build the agenda in the order you plan to discuss it. Sections keep related topics together, while items and sub-items give you places to capture details and notes.
Read articlePublish and conduct
3Finding meetings and understanding visibility
The Meetings index groups records into:
Read articlePublishing, starting, and finishing a meeting
Use the primary actions when you are ready to share the agenda, begin the live meeting, and issue the minutes:
Read articleReviewing a Published agenda or Finished meeting
Open the meeting to review Overview, Attendees, sections, items, notes, attachments, and event history. Smart RFI and submittal entries can open their connected details when you have access to those records.
Read articleDistribute and repeat
4Exporting meeting agendas and minutes
Export a PDF when you need a shareable snapshot of the current agenda or finished minutes. You can include notes from earlier meetings when readers need context from the series.
Read articleCreating the next meeting
Create the next meeting from the Finished meeting when you want to continue the same series. This preserves the recurring structure while giving you a new Draft to review.
Read articleRenaming and deleting a meeting
Use Rename Meeting to correct the title.
Read articleUsing Meetings on mobile and native devices
Native layouts support creating or importing a Draft from the add menu, opening grouped meeting lists, editing permitted content, changing status, and exporting. Actions may move into compact menus.
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