Creating or importing a Draft meeting

Best for: Meeting organizers · Requires: Meeting write access.

Create a new meeting when you are building an agenda from scratch:

1. Open Meetings.
2. On desktop, select Draft Meeting. On native, open the add menu and select New Draft Meeting.
3. Enter the meeting title.
4. Open the Draft and complete its overview, attendees, sections, and items.

If another project already has a useful format, import it as a starting point:

1. Open the dropdown beside Draft Meeting.
2. Select Import from Project.
3. Choose the source project and meeting offered by the dialog.
4. Review the imported Draft before publishing.

The imported Draft still needs your review. Check the dates, attendees, links, open items, and project-specific references before you publish it.

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