After you create a new meeting the worksheet is divided into section for
Meeting Details (including next meeting)
Discussion Topics
Attendees
Attachments
Gear Icon (to Print, Send, Delete or Pull Open items into the Meeting)
Meeting Details
Edit Current Meeting and Next Meeting details.
HINT! If you select Reuse for Next Meeting on the Meeting list screen, this information will populate into the next meeting
Discussion Topics
Discussion Topics can be either created new or pulled in from previous meetings via the Gear Symbol.
Click on Add Topic to enter the first Discussion item for the Agenda.
Once added:
Topics will be grouped by Assignment.
Tasks assigned to Individuals will be added to their name.
CONNECTION! Tasks Assigned to Employees will show on their Dashboard To Do list!
Use General Note or Unassigned for topics that are not assigned to an individual.
Working with Discussion Topics
Collapse or Expand Topics: Click on the Discussion Topics section or bold Assignment headings with Caret symbol >.
Change Topic Order: Hover over bold topic Assignment name and click on 6 dot symbol to change order via Drag and Drop.
Sort the Order of Discussion items: Hover over Item within assignment and click on 4 dot Symbol to change order via Drag and Drop.
Quickly Add Additional Topic Assignments to Individual, General Notes and Unassigned using the + symbol
Edit Topic Name, Due date, Open/closed status by Clicking
Edit Assignment or Detailed Description on the Ellipses
Attendees
There are 3 methods to add Attendees
Click the + sign to add users to the Meeting
Start to type name in Search box, suggestions that match will appear
Use Previous Distribution list will pull from previous meeting
Select Attendance from toggle: Absent, Present or Conference
Delete – Use Trash can icon to remove an attendee
Add Attachment and Reports
Attachments: Drag and Drop files or Click to Browse
PASKR Reports: Click report Ellipses to select from the list of available reports.
Gear Actions
Click Gear Symbol to:
Pull Open Issues. This will pull any issues that remained open from the previous Meeting. Closed issues will not be pulled forward. To avoid duplication of Issues, it will only pull from the previous meeting of this Meeting Type.
Print: The position of the Agenda/Minutes Button controls which version of the Report. You will be able to print either version at any time from here, even if you have already marked the Minutes as Posted from the Meetings List Screen.
Send: The position of the Agenda/Minutes Button controls which version of the Email Notification will be sent. You will be able to Send either version at any time, even if you have already marked the Minutes as Posted from the Meetings List Screen.
Send will open the Agenda Notification e-mail to Review and Send
NOTE: Agenda Notification can also be sent from the Meeting List screen by clicking the ellipses and select Send to Attendees.
