Find or Edit a Meeting

Accessing the Meeting Page

Once you have logged in, go to My Workspace:
Select Content from the left panel. Then select Meetings.
Click on the Meeting Name to view and edit that meeting.

Viewing Meeting Details

This will open the Meeting details to the right of the screen. If you would like to view the meeting details in Fullscreen, select the square icon in the upper right corner.


Managing Agenda Items

Hover the cursor over an Agenda Item and click Details to view details and add comments. You can show that the agenda item is complete by clicking on the checkmark to the left of the agenda item. To delete the agenda item, select the trash icon to the right of the agenda item. If you would like to reorder the agenda items, select the three lines icon and drag the agenda item to the desired location in the list.

Managing Meeting Goals

If you would like to add a Goal to the Meeting, you can either select the + New Goal button in the add item dropdown to add a brand-new goal or select the + Existing Goal button to choose from a list of pre-made goals. To reorder the goals, simply click on the three lines icon to drag goals to their new location. Lastly, you can use the Expand All and Collapse All options to view details and comments for all Agenda Items.