In This Article
Overview
Meetings can be captured from the following locations:
- On the Card view, click on the Capture Meeting icon located on the top-right side of the meeting card.
- On the Monthly view option in Schedule view, click on the Capture Meeting icon located on the top-right side of the meeting card.
Upon clicking on the Capture Meeting icon, the Meeting screen similar to the screenshot below will be displayed:
Capture Meeting Toolbar
At the top-right side of the screen, the following icons are displayed:
- Update the status of the meeting to Complete
- Update the status of the meeting to Cancel
- Show the Participants pane; this shows all participants invited to the meeting. Attendance can be recorded, and roles can be changed if needed.
- View the change log of changes made to the meeting series by clicking on Audit button.
- Share the meeting either by Downloading the meeting invite or Emailing the PDF.
Meetings Tab
On the Meeting tab (which is the default menu that appears when you click on Capture Meetings), details such as the next meeting date, purpose, report date used for KPIs and reports, and payoff are displayed. Here, you can capture the process items as defined in the meeting definition. 
Editing a Process
To edit or add a process, in the Schedule or Card view, edit the meeting series and navigate to Process.
For more information on how to edit a meeting, please see the following article: Edit Meetings. Each process can be marked as completed. To mark a process as Complete in the meeting series, select the tick-box next to the avatar of the meeting creator.
Inputting Process Actions
You can add actions by clicking on the 1+Add button located at the bottom of each process section. Additionally, you can view any 2comments associated with the item, mark an action as complete or remove an action. You can also view the 3Current Meeting, Last Meeting, or overall Outstanding actions. Utilize the icons located on the top-right side of the Actions section to show the 4Meeting Action Area, your own actions, or all actions. These actions are linked to the specific process item.
Review Tab
The Review section can be accessed by selecting the Review option from the 3-bar menu
In this section, you can Review the actions and outcomes of the meeting. Actions not specific to a process can be added here as well by clicking on the +Add button at the bottom of each section. As similar to the Actions section in the Meetings tab, you can show the Meeting Action Area, your own actions, or all actions. You also have the ability to input comments, mark the action as Complete or Delete the Action or Outcome.
Quality Tab
To access the Quality, select the 3-bar menu and click on Quality. 
In this section, you can answer the meeting quality questions selected for the meeting as per the meeting definition.
Editing Meeting Quality Questions
The Meeting Quality questions can be edited, added or deleted when you navigate to Administration > Meeting Quality Question 
Next Steps:
Click on the following link to access an article on how to edit a meeting series: Edit a Meeting