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Managing Meetings

Creating / Adding a Meeting

Adding a meeting to an organization:
  1. 1.
    Log in as an admin user for the organization.
  2. 2.
    Click the Create New button in the top right of the application, and select + Meeting
  3. 3.
    Fill out the Meeting information
  4. 4.
    Click Save to create the meeting.

Updating a Meeting

Updating a meeting in an organization.
  1. 1.
    Log in as an admin user for the organization.
  2. 2.
    Navigate to the meetings page and click Edit next to the meeting, or navigate to the meeting page and click Edit next to the meeting title.
  3. 3.
    Update the meeting as needed.
  4. 4.
    Click Save to complete the update.

Deleting/Archiving a Meeting

Deleting a meeting from an organization will remove all minutes, attendances, and agendas for the meeting.
  1. 1.
    Log in as an admin user for the organization.
  2. 2.
    Navigate to the meeting page and click Edit next to the title.
  3. 3.
    Click the Archive Meeting button at the bottom of the page.
  4. 4.
    Click Ok in the prompt to archive the meeting.

Last modified 1yr ago