Meetings

New meetings redesign

Add new meeting
To add a new meeting, click on the +Add button at the top right of the manage meetings page. Capture the title, and 3 Ps of the meeting (Purpose, Payoff...
Thu, 23 Sep, 2021 at 12:41 PM
Manage meetings
To access the Meetings redesign module, navigate to the “Manage” section under the Meetings menu.   Active vs All: Show only the active meetings or bot...
Mon, 23 Aug, 2021 at 9:59 AM
Capture Meeting
Capture meetings with the following: Click on the Upcoming Meetings icon from the menu then select the meeting; this redirects you to the meeting page. I...
Wed, 30 Jun, 2021 at 4:19 PM
Field Picker
To add or remove filters on meetings, please follow the below steps: 1. Add the filter of your choice.        Select the settings icon at the top right...
Tue, 3 May, 2022 at 11:56 AM
Create a Meeting Category
The Meeting Category will be displayed at the meeting as shown in the below image. Add the meeting category:       1. Click the setting icon from ...
Tue, 3 May, 2022 at 12:11 PM
Add a Meeting Role
1. To add a meeting role click the settings icon on the menu bar highlighted in yellow. 2. Select Meeting Roles from the Meeting section 3. C...
Tue, 3 May, 2022 at 12:33 PM