- Create a new meeting from the home page or the Meetings tab by clicking on New Meeting
- Enter the required details: Subject, description, start and end time
- Choose, whether you want to create and send a calendar invite when creating the meeting (you can also do this later)
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Click on the People tab to invite people to the meeting (you can also do this later)
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Select the people you wish to join you in the meeting and agenda creation
- Click Create to share the meeting and start planning the agenda
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You have now created and shared a meeting. Everyone invited is able to see and add items to the meeting agenda.
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You can also edit the details and send an invite to the participants from the details tab on the left
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Create new agenda items using the Add item button
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Enter a title, description, relate business objects (tasks, decisions, plans, meetings, objectives or links), set up the expected duration and assignee for the agenda item
- You can also create new business objects within the New Agenda Item menu using the New Item button
- Select the item type and fill the relevant details from the popup menu.
- Click Add to include the item to your agenda.
- All participants can collaborate in adding and editing the agenda items to collaborate also before and after the meeting
- Use the life cycle and status indicators on the top left to communicate current meeting stage and progress even faster.
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